- Atria Wealth Solutions (Vancouver, WA)
- …Qualifications/Skills Required + Financial Advising-Advanced + Direct Investment -Advanced + Insurance Sales -Advanced + Communications-Advanced + Customer ... Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services...advising experience with proven track-record of success in direct investment and insurance sales . + Bachelor's Degree… more
- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals ... accounts requests. + Provide support for retirement business including conducting investment reviews with existing clients including financial advisors and… more
- Bank of America (Frisco, TX)
- …+ 10+ years experience in financial services industry + 10 years sales experience + Knowledge of professionally managed investment products and/or ... grow, and make an impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client… more
- Bank of America (Pennington, NJ)
- …grow, and make an impact. Join us! **Description:** The Divisional Managed Investment Consultant Analyst will support Financial Advisors and Divisional Managed ... Managed Investment Consultant Analyst provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate… more
- Lincoln Financial (Radnor, PA)
- …senior management/critical stakeholders experience (Required) + 12+ Years' experience in Financial Services with primary background in investment analysis, risk ... Lincoln office **Relocation assistance:** is not available for this opportunity. **Hiring Manager :** Ben Richer **Requisition #:** 74906 **The Role at a Glance** The… more
- TD Bank (Mount Laurel, NJ)
- …analytics and credit monitoring to measure and highlight the enterprise investment portfolio performance, financial impacts and trends. The Investments ... for this role. **Line of Business:** Finance **Job Description:** The Treasury Portfolio Manager is responsible for the effective execution and management of an … more
- JPMorgan Chase (Los Angeles, CA)
- …in front of managers, clients and investors. + 6+ years of experience in investment sales , alternative investment due diligence, alternative product investor ... and clients considering the use of an alternative asset manager within an investment portfolio . Managers...private credit and real estate + Proven experience in investment management sales ; experience within a capital… more
- JPMorgan Chase (New York, NY)
- …role is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes… more
- UMB Bank (Leawood, KS)
- …degree or relevant experience. + You have 8 years' experience in Investment Management, Financial Planning, or Brokerage that includes communicating complex ... Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated... strategy on a discretionary basis. Relationship Management and Sales Support Assist Wealth Advisors and Managing Partners with… more
- JPMorgan Chase (New York, NY)
- …development and sales /retention strategy. As a Managing Director, Private Market Investment Specialist within JP Morgan Asset Management, you will play a crucial ... JP Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees...to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and… more