- Everence (Goshen, IN)
- …Sales experience of 1+ years preferredExperience in the securities and/or financial services industry preferredExperience in the development of dynamic ... POSITION SUMMARYInternal Sales associate focused on financial advisor outreach, coordinated sales efforts, and system...a training role for the position of National Sales Consultant , with relevant securities licensure to be achieved within… more
- TIAA (Lewisville, TX)
- …of champions. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants ... skills and qualities we look for: * Strong customer service mindset * Professionalism - reliable, possessing high quality...experience is helpful (though again, not required). While the Financial Services Consultant educates and… more
- Principal Financial Group (Seattle, WA)
- …Bachelor's degree or equivalent experience plus 4+ years of relevant experience, preferably in the financial services industry. + SIE , 6 or 7, and IAR ... **What You'll Do** As a ** Financial Consultant II** , you will...live their best lives by providing investment advisory education services in a call center environment to more complicated… more
- Raymond James Financial, Inc. (Destin, FL)
- …experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues ... and small business planning. Continuously gains knowledge of the financial industry and markets through on-going education. **Essential Duties... planning. * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Extensive contact with internal and external customers to provide detailed financial planning consultative services . **Essential Duties and Responsibilities:** * ... through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall ...planning options. * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Manulife (Boston, MA)
- We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our ... Team today. **Working Arrangement** Hybrid **Job Description** The Retirement Consultant (RC) works as a member of a broader...will collaborate with other key roles within the Personal Financial Services team and strategically manage the… more
- Lincoln Financial Group (Baton Rouge, LA)
- …#:** 73004 **The Role at a Glance** We are excited to bring on a **Retirement Consultant ** within Retirement Plan Services to join the West region in the **Baton ... this role, you will deliver retirement planning, education, and world class service to complex retirement plan sponsors and participants. This includes growing plan… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or a related discipline and a minimum of five (5) years' experience in the financial services industry. * ~ OR ~ * Any equivalent combination of experience, ... marketing campaigns, direct prospect contact, appointment scheduling, follow-up communications, financial advisor and client service related activities, and… more
- Vanguard (Malvern, PA)
- …experience is preferred) + A passion for investor advocacy and curiosity about the financial services industry + Ability to conduct a needs analysis and position ... Candidates will prepare and test (with support) for the Securities Industry Essentials ( SIE ) exam during the returnship and then, if offered a full-time position… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a big picture orientation. * Maintain interest in investment advisor and/or financial planner services and products. * Use appropriate interpersonal styles ... to develop complex and specialized succession plans to a diverse set of financial advisors. Delivers personalized one on one consulting and team consulting with … more
- Janus Henderson Investors (Denver, CO)
- …or internal sales role and two years of experience in the mutual fund/ financial services industry and/or training; or an equivalent combination of education, ... strategic business relationships Nice to have skills + Knowledge of mutual fund/ financial industry products and services + Janus Henderson product knowledge… more
- The Hartford (Wayne, PA)
- …consultants, and internal sales professionals to further their knowledge of the financial services industry. *This position will adhere to Hartford Funds' ... OF THE POSITION? + Respond to phone calls from financial advisors promptly and professionally, following established criteria +...maintain a harmonious work environment + Must obtain the SIE , Series 7 & 63 exams within 12 months… more
- Morgan Stanley (Alpharetta, GA)
- …*Required Qualifications*:** * Bachelor's degree or equivalent * 1-3 years ofrelevant financial services or brokerage sales experience preferred * Securities ... service skills *Why Morgan Stanley*: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities,… more
- Equitable (New York, NY)
- …make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs ... FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia...required state licenses as well as sitting for the SIE which must be passed prior to onboarding +… more
- T. Rowe Price (Colorado Springs, CO)
- …will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our ... on defined sales targets and other role-based responsibilities + Understand the overall Financial Services industry and related legal, tax, and regulatory issues… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or related field with a **minimum of two (2) years' experience in the financial services industry.** ~or~ + An equivalent combination of experience, education, ... as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG) offices....issues while remaining in constant contact with the lead consultant and respective regional team **Ability to:** + Organize,… more
- BlackRock (Chicago, IL)
- …is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2023, BlackRock's ... BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions(R).… more
- Wipfli LLP (Minneapolis, MN)
- …Corpor ate Finance Advisors, LLC is looking for a talented and highly-motivated Senior Consultant to join its team in the Twin Cities office! WCF is the investment ... LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with...materials, and presentations . + Develop and maintain complex financial models to perform various financial and… more
