- Thrivent Financial (Minneapolis, MN)
- …will help them live the life they want today-and tomorrow. Job Summary The Investment Consultant 's ( Internal Wholesaler ) primary responsibility is to ... in the assigned regions and to complement the activities of the territory's Regional Investment Consultant (external wholesaler ). The Investment … more
- City National Bank (Augusta, ME)
- * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Vanguard (Malvern, PA)
- Vanguard is seeking a motivated and dynamic Internal Wholesaler with: + Strong sales aptitude and a natural ability to engage with financial advisors across ... and experience. + Progress toward CFP, CFA, or other investment -related certification preferred. + This role requires a regulatory...will be eligible to join a territory as an Internal Sales Consultant . Special Factors Sponsorship Vanguard… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds...to establish and maintain open communication with an Advisor Consultant (external wholesaler ) and work together to… more
- Janus Henderson Investors (Denver, CO)
- …sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity and professional ... related experience and/or training in a client support or internal sales role and two years of experience in...be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities… more
- Aegon Asset Management (Denver, CO)
- …advisor relationships and the facilitation of sales finals to plan sponsors. The RVP/ Internal Wholesaler (IW) partnership will develop a network of advisors to ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
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