- Sands Investment Group (Philadelphia, PA)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... by 100% commission At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded experts… more
- Sands Investment Group (Chicago, IL)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... their production, we build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to invest in real estate;… more
- PNC (Tampa, FL)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, ... Tampa, FL. In this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Investment Compliance Advisor - Trust I, II, III & Senior job and contemplates a wide ... communicate complex legal/regulatory concepts + Knowledge of account administration, investments and investment sales practice and procedures + Ability to think… more
- Capital One (Mclean, VA)
- …States of America, McLean, Virginia Commercial Broker Dealer Compliance Advisor - Senior Manager The Compliance Advisor Senior Manager will report ... & Co., TripleTree, LLC. (collectively "Commercial Broker Dealers" or "CBDs"). The Compliance Advisor Senior Manager will work independently from the CBD Chief… more
- M&T Bank (Boston, MA)
- …**Scope of Responsibilities:** This position provides leadership and oversight of a Wealth Advisor sales team within a specific region. Assisting the Market ... a team of Wealth Advisors to meet established objectives. + Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center… more
- HUB International (Des Moines, IA)
- …clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement ... planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person for all client relationships… more
- Principal Financial Group (Charlotte, NC)
- …If so, join **Principal's Retirement Investment Solutions team as an Investment Analytics Senior Analyst** to provide investment analysis support ... **What You'll Do** **Are you passionate about retirement sales and want to join a team that...on performance, risk, style, holdings, and qualitative attributes of investment options and proactively research and analyze competitor offerings… more
- Citigroup (Stamford, CT)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly ... a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- UMB Bank (Kansas City, MO)
- …takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services.… more
- M&T Bank (York, PA)
- …years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment , brokerage ... worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Charles Schwab (San Diego, CA)
- **Your opportunity** Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based Registered Investment ... Advisors (RIA) is looking for a seasoned financial services sales executive to join its Enterprise Business Development Team. Our heritage of serving advisors by… more
- Huntington National Bank (Greenwood, IN)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses Preferred… more
- M&T Bank (Wilmington, DE)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- PNC (Lexington, KY)
- …valued and have an opportunity to contribute to the company's success. As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will be based ... on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part...the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position… more
- BMO Financial Group (Milwaukee, WI)
- Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk ... maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of… more
- Atria Wealth Solutions (Marion, IN)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... about CFS, please visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the … more