- 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
- Umpqua Bank (Greenwood Village, CO)
- …as an investment executive, financial advisor , certified financial planner, investment advisor Representative , or wealth manager. + Strong marketing ... Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Truist (Ocala, FL)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term...goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and… more
- Truist (Marlton, NJ)
- …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
- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… more
- Neuberger Berman (New York, NY)
- The Institutional Client Service Advisor ("CSA") role is an important relationship management and servicing role within Neuberger Berman's North America (NA) ... institutional business. Each Institutional Client Service Advisor is paired with a Client Advisor (s) (Institutional salesperson) and/or Senior Client Service… 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
- Atria Wealth Solutions (Sandusky, MI)
- …through SPF (Member FINRA/SIPC). SPF (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record of serving the ... (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services...quarterly and/or yearly depending on client needs established by Representative . + Remain visible to the appropriate segments of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Truist (Miami, FL)
- …review the following job description:** The International Wealth Management (IWM) Advisor 2 serves with the Non-Resident/Foreign Nationals client segment including ... firms, managing a portfolio of approximately 50-100 clients. The IWM Wealth Advisor 2 develops and maintains a portfolio of important revenue generating client… more
- Atria Wealth Solutions (Cincinnati, OH)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the ... Financial Services, L. P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Atria Wealth Solutions (Allentown, PA)
- …Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... union in the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are not limited to, the following: +… more
- Atria Wealth Solutions (Richmond, VA)
- …with CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... in assets serving nearly 40,000 members. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Navy Federal Credit Union (Lexington Park, MD)
- …products and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or ... clients + Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …a (Job Title) for our (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative assigned to a specific branch (or ... multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members...branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial solutions… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... exploring the possibilities **We Want to Talk to You!** The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives,… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- Advisor Senior, Refining **Company** HSB Solomon **Location** Dallas , United States Solomon Associates, a subsidiary of Hartford Steam Boiler and MunichRe, is ... seeking candidates for a Senior Refining Advisor position to work in a dynamic, fast-paced business environment. Solomon is the leading performance improvement… more