- ESL Federal Credit Union (Canandaigua, NY)
- …and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC ). Insurance products may ... Begins Here ESL is seeking for a Financial Service Representative at our Canandaigua office which supports the financial...Credit Union is not registered as a broker-dealer or investment advisor . Products and services are offered… more
- Skanska (Boston, MA)
- Skanska is searching for a dynamic Field Representative - SIS. This is a great opportunity to start a career with a company that builds things that matter and values ... as an "extension of staff" and is a trusted advisor to its clients. As your partner and advocate...translates directly into maximum savings and quality. The Field Representative - SIS is responsible for field operations on… more
- Principal Financial Group (Miami, FL)
- …however a licensed individual is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 ... participation in the retirement plan. + Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions. + Develop… more
- Principal Financial Group (Hartford, CT)
- …(strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 ... things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. +… more
- Skanska (Lowell, MA)
- …success, SIS functions as an "extension of staff" and is a trusted advisor to its clients. Skanska's construction and project delivery expertise translates directly ... industry experience /or equivalent industry experience (7 years). **Our** Investment (https://careers.usa.skanska.com/life-at-skanska) **in you:** + We believe that Benefits… more
- Integra LifeSciences (Princeton, NJ)
- …and how to write business cases for IT projects and quantify return on investment (ROI). Travel may be required up to 20%. **ESSENTIAL DUTIES AND RESPONSIBILITIES** ... to define our process excellence strategy. + Serve as a trusted advisor on digital-enabled performance optimization. + Deliver training and mentorship on process… more
- Atria Wealth Solutions (Vancouver, WA)
- …Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment … more
- Columbia Bank (Los Angeles, CA)
- …as an investment executive, financial advisor , certified financial planner, investment advisor Representative , or wealth manager. + Strong marketing ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Truist (Atlanta, GA)
- …description:** JOB SUMMARY The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager 2 is a senior level manager who contributes to ... overall practice best thinking investment solutions and guides the implementation of strategic and tactical investment strategies in coordination with other… more
- Truist (Tampa, FL)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term...goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and… more
- Truist (Germantown, TN)
- …as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and ... investment needs. Advises clients and prospective clients with a...bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… 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 ... about CFS, please visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the … more
- Atria Wealth Solutions (Sandusky, MI)
- …through SPF (Member FINRA/SIPC). SPF (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record of serving the ... (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services...quarterly and/or yearly depending on client needs established by Representative . + Remain visible to the appropriate segments of… more
- Thrivent Financial (Loveland, CO)
- …Wealth and will report to Clint Jasperson, Wealth Advisor , the Financial Advisor and Lotem Sella, Director of Investment Operations This role is full-time ... in Northern Colorado and Southern Wyoming. For this role, the investment analyst's main responsibilities include answering investment -related inquiries,… more
- Atria Wealth Solutions (Cincinnati, OH)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the ... Financial Services, L. P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in… more
- Santander US (Boston, MA)
- … investment research, portfolio construction, product due diligence, and advisor enablement. They are responsible for overseeing the design, development, ... Head of Investment Products, Miami, FL Country: United States of...the firm's product strategy to support business growth and advisor /client needs. + Identify product gaps and opportunities based… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Navy Federal Credit Union (Lexington Park, MD)
- …products and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... 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
- Atria Wealth Solutions (Allentown, PA)
- …Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... union in the nation. To learn more, visit https://www.firstcomcu.org/ As a Financial Advisor your responsibilities include, but are not limited to, the following: +… more
