- Citizens (Boston, MA)
- … sales performance + Experience and comfort with virtual and phone-based servicing and sales , ideally financial or investment product sales + Able ... Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth...delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs… more
- Bank of America (Chandler, AZ)
- …& 66 is required** **(or the equivalent 63 & 65)** + Minimum of 1-2 years financial advisory or investment sales experience + Passion for excellence and ... client relationships by identifying broader product and service solutions that meet their investment , savings and credit needs. As a Financial Solutions Advisor… more
- Reliant Community Credit Union (Sodus, NY)
- …+ High school diploma or equivalent is required. + 2+ years of experience in financial services, preferably in investment sales or advisory capacity. + ... and regulatory standards. + Manages calendars, correspondence, and documentation for the investment sales team. Reliant's benefits package includes: + 401k… more
- Cushman & Wakefield (East Rutherford, NJ)
- …**Job Description** + Assist in the preparation of presentations, offering memorandums and financial reports for investment sales transactions + Analyze and ... materials presented to clients + Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate… more
- Siebert Williams Shank (Chicago, IL)
- …Shank is an independent, non-bank financial services firm that offers investment banking, sales and trading, research, advisory, and asset management ... Siebert Williams Shank (SWS) is conducting a search for an experienced Investment Grade Credit Trader with deep expertise in electronic trading platforms… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …record of achieving sales goals. Minimum 3 - 5 years of investment sales experience ( financial institution experience preferred). High school diploma ... of our members' lives. This is more than a sales role - it's a mission-driven opportunity to help...obtained within six months of hire.) Broad knowledge of investment , insurance, and financial planning solutions. Skilled… more
- S&P Global (PA)
- …is a plus. + Minimum of 7 years of experience in business development, investment consulting, or financial product sales particularly within asset management ... align with our organizational goals. You are a proven financial sales professional with experience and contacts...and competitive landscape + Familiarity and prior experience supporting investment product sales in wealth or asset… more
- CBRE (Denver, CO)
- Investment Sales Analyst - Research Job ID 250323 Posted 03-Dec-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets ... States of America **About The Role:** As a CBRE Investment Sales Analyst, you will execute research...Ability to effectively present information. + Limited knowledge of financial terms and principles. Ability to calculate intermediate figures… more
- S&P Global (New York, NY)
- **About the Role:** ** Sales & Relationship Management, Investment Management Community** **Role Summary:** As a Sales and Relationship Management ... the Investment Management Community. You will oversee the entire sales lifecycle, from identifying and pursuing new business opportunities to analysing data… more
- Fifth Third Bank, NA (Shelby, MI)
- …Highly developed knowledge of the securities business, investment products and financial solutions. + Highly developed sales and presentation skills. + ... May handle large book of clients with more complex financial profiles. Accountable for sales of full...Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor) Armada, MI At… more
- Truist (Roanoke, VA)
- …direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and maintain a profitable level of securities and ... sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall...internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment … more
- TEKsystems (Scottsdale, AZ)
- … management, Investments, wealth management, transactions and securities, financial services, brokerage operations, brokerage banking, brokerage, annuity, ... series 63, series 66, netx360, pershing Top Skills Details Investment management,Investments,wealth management,transactions and securities, financial services,brokerage operations,brokerage… more
- Truist (Hendersonville, TN)
- …2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 3. Implement investment decisions promptly and ... as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be...of merit and business needs. **Department Overview** Raymond James Investment Management ("RJIM") is a wholly owned subsidiary of… more
- US Bank (Edison, NJ)
- …the team by producing research, preparing marketing materials, and coordinating sales campaigns geared at Alternative Investment Managers. Additional ... specifically hedge funds, private equity funds, and private credit funds_ _- Financial services sales and/or marketing experience_ _- Strong analytical,… more
- BlackRock (New York, NY)
- …traded funds, retail mutual funds, business development companies, institutional collective investment funds and separately managed accounts. This in-house role is ... tax law, preferably within asset management, digital assets, or financial products. This is an advisory role, with strong...tax support and strategic advice across a range of investment products and fund structures, with a specific focus… more
- Friedman Management Company (Chicago, IL)
- Commercial Real Estate Broker - Investment Sales Job Details Level Experienced Job Location Chicago Metropolitan Area - Chicago, IL Job Category Sales With a ... in the Chicago area markets. We are seeking commercial investment sale brokers who are looking to provide their...through education and testing. + Real Estate or other sales experience. + Knowledge of relevant real estate, brokerage,… more
- The Hartford (Wayne, PA)
- …self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help ... position and differentiate Hartford Funds products using a consultative sales process with financial professionals + Build and execute on a thoughtful business… more
- Truist (North Port, FL)
- …SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- Thrivent Financial (Minneapolis, MN)
- …Investment Solutions Manager is responsible for playing a lead role in providing sales support to Thrivent Financial Associates (FAs) across the ecosystem and ... investment products. The Manager is also responsible for distribution of sales strategy for proprietary investment products within Thrivent's investment … more