- Navy Federal Credit Union (Houston, TX)
- …and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or ... clients + Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed… more
- Truist (Charlotte, NC)
- …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 (Atlanta, GA)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, ... Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients...documentation on client activities. 4. Assist clients with completing investment forms, transferring funds, and completing distributions. 5. Answer… 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
- Truist (Atlanta, GA)
- …review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor 1 is responsible for all facets of client relationship management and ... the Sports & Entertainment industry. Assesses and advises on managing investment portfolios, delivering tailored credit, banking and insurance solutions to affluent,… 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 (Berkeley, CA)
- …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 (Philadelphia, PA)
- …with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... over 34,000 members, and is looking for a Financial Advisor to join an established investment program....quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of… more
- Atria Wealth Solutions (Brandywine, MD)
- …and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Financial Group (NFFG) and subsidiaries, or ... Financial Advisor - Brandywine Lexington Park, MD, United States...Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry… more
- Atria Wealth Solutions (Battle Creek, MI)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... every day. They are looking to add a financial advisor to the team to join the credit union's...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Atria Wealth Solutions (Cambridge, MA)
- …Impact People's Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University ... Services, LP (CFS), the credit union and dedicated Financial Advisor have access to the best of both worlds,...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Atria Wealth Solutions (Pasadena, CA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... than 56,000 members, and is searching for a Financial Advisor to participate in their mission "To empower our...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Atria Wealth Solutions (Shoreline, WA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... and the community and is looking for a Financial Advisor to join the team. As a Financial ...objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes… more
- Atria Wealth Solutions (Fort Worth, TX)
- …(CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... 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
- Atria Wealth Solutions (Plano, TX)
- …LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... member until the account is closed. 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
- Atria Wealth Solutions (San Francisco, CA)
- …in its partnership with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... program and help the credit union members make sound investment choices. As a Financial Advisor your...quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of… more
- Atria Wealth Solutions (Traverse City, MI)
- …through its partnership with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services in the Traverse City, ... LP (Member FINRA/SIPC). EOE Relevant Word Search: Sales Assistant, Registered Representative , Advisor , Adviser, Certified Financial Planner, CFP, Financial… more
- Atria Wealth Solutions (Dayton, TX)
- CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Rave Financial in the Dayton, TX area. Rave ... members and assets exceeding $1 Billion. 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
- Atria Wealth Solutions (Shelton, WA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... navigate an increasing complex financial world. 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
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal ... billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the following: +… more