- NBT Bank (Williamsville, NY)
- …Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… 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 members ... Washington and Oregon. + Clean U-4 + Valid Driver's License to transport self between Columbia CU branches, Operations...LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record… more
- Navy Federal Credit Union (San Diego, CA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...or 66 registration required + Life & Health Insurance License preferred (or the ability to obtain within 90… more
- PNC (Charlotte, NC)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Asset Management Private Bank organization, you ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- JPMorgan Chase (New York, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and skills** + A valid and active Series 7 license is required or may be obtained within a… more
- PNC (Cincinnati, OH)
- …respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank, you will be based in ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. + Responsible for… more
- Fifth Third Bank, NA (Sterling Heights, MI)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor ) Armada, MI At Fifth Third, we ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- KeyBank (Redmond, WA)
- …Washington 98052-4453 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- KeyBank (Pittsburgh, PA)
- …Road - Pittsburgh, Pennsylvania 15241 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- KeyBank (Mahopac, NY)
- …Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects… 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 ... (or better) + Life and Health Insurance licenses + License in long term care and P & C...www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment ... through non-depository investments, insurance and/or credit union products. + Sells investment and insurance products to member-owners. + Services investment … more
- JPMorgan Chase (Evanston, IL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- City National Bank (Los Angeles, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- Atria Wealth Solutions (King, NC)
- …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC...in their commitment to serving our members. The Allegacy Investment Group is seeking a financial professional guided by… more
- Atria Wealth Solutions (Lunenburg, MA)
- …). CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving ... LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA...Massachusetts with big plans for the future! Function: Sell investment and insurance products, available through our Broker Dealer,… more
- JPMorgan Chase (Mattapan, MA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Navy Federal Credit Union (Lacey, WA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... 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
- KeyBank (Blackfoot, ID)
- …wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass ... 83303 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...Affluent clients by providing investment solutions to new and existing clients while identifying… more
- KeyBank (Albany, NY)
- …wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass ... Albany, New York 12205 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...Affluent clients by providing investment solutions to new and existing clients while identifying… more