- Vanguard (Malvern, PA)
- Vanguard has a Registered Investment Advisor (RIA) Sales Strategist position open in our Financial Advisor Services (FAS) team. The RIA Sales ... for a broad spectrum of work including development of the sales strategy, enabling sales to drive outcomes via data driven recommendations, leading business… more
- TD Bank (Downingtown, PA)
- …+ Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + Required Licenses & Registrations: SIE, Series 7, Series ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a three-year program with a forgivable...who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- Vanguard (Malvern, PA)
- …advisor clients include broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies. Aligned with ... relationship through regular and constant contact with business leading analysts, investment committees, due diligence professionals, marketing, sales desks and… more
- Vanguard (Malvern, PA)
- … advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an ... $10.1 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment ...We continue to experience significant demand from Advisors and Sales , and these roles represent an expansion of our… more
- Lincoln Financial (Radnor, PA)
- …subject matter expertise to the Lincoln Financial Group business segments, including SEC- registered investment advisers, that are responsible for providing ... and Bar admission within the United States. Nice to have: * Experience with investment companies and SEC- registered investment advisers * Familiarity with … more