- Santander Holdings USA Inc (Mashpee, MA)
- Financial Advisor , Falmouth, MA Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial ... possibilities We Want to Talk to You! The Difference You Make: The Financial Advisor is responsible for identifying needs, understanding client objectives, and… more
- SHELL FEDERAL CREDIT UNION (Pasadena, TX)
- …Saturdays Description Shift Hours: Monday - Friday : 9:00 AM - 5:00 pm A Financial Advisor with Shell Wealth Services shapes our community and members' ... financial futures for each stage in their life through...existing account-level information, such as liquidity needs, risk tolerance, investment timeframe, for suitability purposes. Offer fact-based price quotes… more
- Northwestern Mutual (Washington, DC)
- …to becoming a financial advisor , you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training ... Overview Becoming a financial advisor at Northwestern Mutual is...approval of a contract to become a Northwestern Mutual Financial Representative , a national criminal background check… more
- Voya Financial Advisors (Dallas, TX)
- … questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, ... plans Turnkey marketing services Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc.… more
- Northwestern Mutual (Deerfield, IL)
- …With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite ... Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect… more
- StaffMyAgency LLC (Wantagh, NY)
- …and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth ... Fortune 100 company that is a leader in the financial services industry, New York Life will invest in...annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer… more
- Truist (Norfolk, VA)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain ... and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the… more
- Empire Growth Partners (Cedar Rapids, IA)
- About the job Financial Representative - Cedar Rapids, IA Financial Representative As business owners, Financial Representatives at Northwestern ... - Retirement Solutions - Business Needs Analysis As a Financial Representative , you have the opportunity to:... Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To… more
- Voya Financial, Inc. (Boston, MA)
- …Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative . This responsibility will be measured through ... Together we fight for everyone's opportunity for a better financial future. We will do this together - with...Conduct needs analysis to help clients make the best investment decision for their individual situation. Ability to implement… more
- Santander (Andover, MA)
- …Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their… more
- US Bank (Greenwich, CT)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Day One. Job Description This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking,… more
- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …suite of benefits, including a full range of health and life, financial , and wellness benefits. For more information about benefits, please visit ... Establish a call plan and work closely with Regional Investment Officer to regularly call on the high potential...Maintain all customer appointments, calls, and contacts in the Advisor system. Understand and comply with bank policy, laws,… more
- CBIZ, Inc. (Philadelphia, PA)
- …- Invested in You . CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge ... review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous… more
- Umpqua Bank (Greenwood Village, CO)
- … executive, financial advisor , certified financial planner, investment advisor Representative , or wealth manager. + Strong marketing and ... people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
- Atria Wealth Solutions (Vancouver, WA)
- …Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... be 18 or older to apply Qualifications/Skills Required + Financial Advising-Advanced + Direct Investment -Advanced + Insurance...LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record… more
- Truist (Tampa, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational seminars… 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...on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.… more
- Fifth Third Bank, NA (Charleston, SC)
- …Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor LOCATION -- Charleston, South Carolina 29403 Fifth Third Bank, ... through business development activities in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …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... investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you ... positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and...(CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record… more
