- 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 (Phoenix, AZ)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, ... Asset Management Market Leader, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- Truist (Charlotte, NC)
- …communities. Job Profile Summary The Corporate & Investment Banking (CIB) Technology Senior Risk Advisor is responsible for providing first line of defense ... This role provides an opportunity to leverage strong Corporate & Investment banking (CIB) technology and risk management experience to meaningfully influence… more
- M&T Bank (Hauppauge, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages… more
- M&T Bank (New York, NY)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... their teams as well as with project sponsors, internal and external contacts, and senior management. Teams make a presentation to senior management at the… more
- City National Bank (Las Vegas, NV)
- **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?**... related experience + Minimum 3 years experience in investment sales + FINRA Series 7 and ... The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Knowledge** + The SFA shows demonstrated success in an investment product sales role over a multi-year… more
- HUB International (Albuquerque, NM)
- As a Senior Wealth Advisor , you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB ... that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced...new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs. + Conduct regular… more
- PNC (Dayton, OH)
- …are passionate about our values and helping our advisors build their future. As a Senior Financial Advisor within PNC Investments, you will be based in Dayton, ... have an opportunity to contribute to the company's success. Senior Financial Advisors are based in a centralized location...(63/65). Life & Health Insurance required. + Consults on investment and insurance strategies, as well as the development… more
- Citigroup (Pleasant Hill, 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
- Citigroup (Paramus, NJ)
- …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
- Vanguard (Chesterbrook, PA)
- …other financial designation preferred. + Demonstrated knowledge of and/or experience with sales operations and/or Financial Advisor + Services (FAS) business ... & SOX department has an exciting opportunity for a Senior Engagement Manager - on our Business and Corporate...will be a subject matter expert for the Financial Advisor Services (FAS) division and intermediary business, and lead… 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
- HSBC (Miami, FL)
- …platforms (currently Spectrum and Managed Portfolio Allocations) and Alternatives. As the Senior Investment Specialist for Asset Management, you will be the ... High Net Worth, Ultra High Net Worth. As our Senior Investment Specialist you will: + Serve...Wealth Management, Private Banking, Internal Wholesaling, External Wholesaling, Securities Sales Assistant, Financial Advisor or other securities… more
- JPMorgan Chase (Selden, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and… more
- Citigroup (Arlington Heights, IL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Huntington National Bank (Dublin, OH)
- …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
- Huntington National Bank (Lakewood, CO)
- …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)
- …and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers 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