- EY (New York, NY)
- …an exceptional experience for yourself, and a better working world for all.Capital Markets Senior : This position could be located in NY (primary), NJ, NC.EY is the ... working at a financial services company or comparable experience working as an advisor to a financial services organization; or a master's degree in business… more
- EY (New York, NY)
- …working at a financial services company or comparable experience working as an advisor to a financial services organization; or a master's degree in business ... experience working at a financial services company or comparable experience working as an advisor to a financial services organization. * A minimum of 2 recent years… more
- EY (Dallas, TX)
- …and you'll be at the heart of this mission.The opportunityA company's "people investment " is one of its most significant investments and EY's Partner of the ... needs of EY's US based partners. There are no sales pressures or sales goals in our...times you will be working to be a trusted advisor and role model for our people across multiple… more
- Sands Investment Group (Philadelphia, PA)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... by 100% commission At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded experts… more
- Sands Investment Group (Chicago, IL)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... their production, we build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to invest in real estate;… more
- PNC (Fort Wayne, IN)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, ... Wayne, IN. In this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- Atria Wealth Solutions (Charlotte, 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 Licensed Investment and Banking Advisor to join their...Is a self-starter and can work well collaboratively + Sales and relationship driven + Advanced level of performance… more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Investment Compliance Advisor - Trust I, II, III & Senior job and contemplates a wide ... communicate complex legal/regulatory concepts + Knowledge of account administration, investments and investment sales practice and procedures + Ability to think… more
- Wright-Patt Credit Union Inc. (Columbus, OH)
- Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield ... Outstanding opportunity to help our member-owners with their financial goals. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet… more
- Capital One (Mclean, VA)
- …States of America, McLean, Virginia Commercial Broker Dealer Compliance Advisor - Senior Manager The Compliance Advisor Senior Manager will report ... & Co., TripleTree, LLC. (collectively "Commercial Broker Dealers" or "CBDs"). The Compliance Advisor Senior Manager will work independently from the CBD Chief… more
- HUB International (Des Moines, IA)
- …clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement ... planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person for all client relationships… more
- Citigroup (San Francisco, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly ... a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.… more
- PNC (Carnegie, PA)
- …about our values and helping our advisors build their future. As a Centralized Advisor within PNC Investments, you will be based in Carnegie, PA. **Job Description** ... (63/65). Life & Health Insurance required. + Consults on investment and insurance strategies, as well as the development...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- UMB Bank (Kansas City, MO)
- …takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services.… more
- M&T Bank (York, PA)
- …years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment , brokerage ... worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Huntington National Bank (Naperville, IL)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses Preferred… more
- M&T Bank (Baltimore, MD)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- BMO Financial Group (Minneapolis, MN)
- Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk ... maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of… more
