- The Cape Cod Five Cents Savings Bank (Hyannis, MA)
- SUMMARY: Assist Osaic Investment Executives in the operation and development of the Investment Services program in conformance with established Bank and Osaic ... ACAT transfer status regularly; provide follow up. Act as primary liaison between advisor (s) and Osaic back office. Utilize the Advisor Office communication… more
- Northwestern Mutual (Los Angeles, CA)
- …their goals through financial planning. On your path to becoming a financial advisor , you start as a financial representative focused on client-building and ... Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity...on: Planning Experience *Asset & Income Protection *Education Funding * Investment & Advisory Services *Trust Services *Retirement Solutions *Business… more
- Korn Ferry Executive Search (Kansas City, MO)
- …of an internal investment team and the management of an external investment advisor . The primary responsibility of the VP/CIO is to develop, recommend ... Lead and develop the investment team and manage the external investment advisor , ensuring alignment with objectives and fostering a high-performance and… more
- Cetera Financial Group, Inc. (Minnetonka, MN)
- …supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. ... This person works directly with the Registered Representative (s) to prepare and process client paperwork, perform client financial transactions, maintain client… more
- Voya Financial Advisors (Memphis, TN)
- …This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must ... prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment … more
- Truist (Hendersonville, TN)
- …as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and ... investment needs. Advises clients and prospective clients with a...bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Marsh Berry (Grand Rapids, MI)
- …Position Summary: MarshBerry is currently seeking a Vice President for our Investment Banking & Consulting Team. The Vice President is responsible for leading ... CVA, CPCU and/or AM&AA. 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial… more
- Choreo (Duluth, MN)
- …of portfolio transactions on income taxes Ability to register as an Investment Adviser Representative -active series 65 registration-or willing to obtain within ... beyond what is expected. Our Duluth, Minnesota office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles… more
- Northwestern Mutual (Walnut Creek, CA)
- …eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you ... work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to… more
- Fora Travel (New York, NY)
- …the modern travel agency, redefining what it means to be a travel advisor in today's world. We're a next-generation platform that provides a comprehensive, ... we announced our $60 million Series B and C investment rounds , led by Thrive Capital and Insight...looking for a charismatic and driven Senior Business Development Representative , Group Sales to spearhead our outbound sales efforts… more
- Truist (Charlottesville, VA)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible for the general servicing and support ... a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of… more
- StaffMyAgency LLC (Atlanta, GA)
- Position: Sales Representative Location: Atlanta, GA Employment Type: Full-Time Salary: $65,000 - $90,000 annually, plus performance-based bonuses About Us At ALZ ... Advisor Group, we are dedicated to providing exceptional life...be motivated and willing to obtain your insurance and/or investment licenses. We will cover the full cost of… more
- Ahold Delhaize USA (Salisbury, NC)
- …leadership across ADRM Monetization educating on requirements necessary to fully capture investment dollars as well as partner and understand the Agency Processes ... and technicalities to be considered for investment . Assist in the thought leadership that builds out...proper prioritization of efforts. *Be viewed as a Trusted Advisor to Agency Holding Companies and their respective CPG… more
- Bemana, LLC (Fort Lauderdale, FL)
- We are recruiting a Business Development Representative for the nation's leading provider of premium engine repair components, specializing in Original Equipment ... analyzing market strategies, deal requirements, potential, and financial and investment impacts. Closes new business deals by coordinating requirements, developing… more
- SFB (Woburn, MA)
- …is a fundamental priority. Through successful relationship-building, become a trusted advisor capable of serving our customers' most complex financial needs. Inspire ... at their locations, assess their needs in your capacity as a trusted financial advisor , and offer banking solutions to help them manage and grow their businesses. In… more
- Santander (Woonsocket, RI)
- …You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their ... role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers… more
- First Horizon (Greensboro, NC)
- …connected in the community Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- Ashburn Consulting (Ashburn, VA)
- …with solution architects and technical leads. *Serve as a subject-matter-aware advisor , able to position Ashburn's capabilities within client missions. Public Sector ... Ashburn to pursue. *Build and present business cases internally to justify investment in targeted Prime contracts, backed by opportunity analysis and customer… more
- Lifelancer (Cleveland, OH)
- …knowledge to establish strong relationships with practitioners as a trusted advisor . Build productive relationships with pre-defined number of targeted physicians ... accounts. Drive resource allocation for the greatest return on investment . Track implementation of plans and achievement of objectives...functions and events to position RRD as a trusted advisor and committed partner to those who live with… more
- Atria Wealth Solutions (Vancouver, WA)
- …Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment … more
