- 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
- PNC (Houston, TX)
- …an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be ... Regional Managing Director, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans,… 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
- Fifth Third Bank, NA (Huntsville, AL)
- …and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor ), Huntsville, AL - **EXPANSION MARKET** ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- Fifth Third Bank, NA (Chicago, IL)
- …individual performance. More information can be obtained upon request. #LI-ML1 Investment Executive (Financial Advisor ) Downtown Chicago Compensation for this ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …training programs and ability to liaison between functional areas. Serves as a Technical Advisor to teams. Some guidance is provided to perform varied work that is ... and/or training approved by Human Resources. **Licenses/Certifications:** * Appropriate series license (s) for assigned functional area preferred or the ability to… more
- KeyBank (Mahopac, NY)
- …New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass ... 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
- 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
- Truist (Miami, FL)
- …review the following job description:** The International Wealth Management (IWM) Advisor 2 serves with the Non-Resident/Foreign Nationals client segment including ... firms, managing a portfolio of approximately 50-100 clients. The IWM Wealth Advisor 2 develops and maintains a portfolio of important revenue generating client… more
- Commerce Bank (Wichita, KS)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services....$57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive… more
- JPMorgan Chase (Milwaukee, WI)
- …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
- 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
- KeyBank (Brewster, 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 ... 10509 **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
- Navy Federal Credit Union (Lexington Park, MD)
- …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
- JPMorgan Chase (Traverse City, MI)
- …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
- Navy Federal Credit Union (Sandy Springs, GA)
- …and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as ... a registered representative/ advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries,...Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry… more
- Edward Jones (Owosso, MI)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- Charles Schwab (San Diego, CA)
- …Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. You ... Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship,...and liquidity needs. As a Sr. Manager, Sr. Wealth Advisor , you will work with clients to build a… more