- Kestra Financial (Wappingers Falls, NY)
- …generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and investment objectives; ... annuities, insurance, and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration +… more
- Neuberger Berman (CA)
- …This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + ... distribution experience preferred. + Experience working with wirehouse, regional, and independent financial advisors. + Proven track record of consistently… more
- Neuberger Berman (San Francisco, CA)
- …world-class client service and investment advice tailored to the unique investment objectives, financial goals, suitability and risk tolerance of each ... **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person...._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in… more
- City National Bank (Houston, TX)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning ... the new accounts and account transfer process. * Handle Independent Financial Advisor and client...Bachelor's Degree required * Minimum of 7 years of financial experience preferably in Investment Management *… more
- Charles Schwab (Westlake, TX)
- … from wirehouses, independent broker dealers, trust/bank channels, and fee-based independent investment advisors who would like to engage with Schwab to ... Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales leader like… more
- Kestra Financial (Cypress, TX)
- …and financial planning concepts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series ... firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person....client needs regarding service, asset allocation, case design, and financial planning + Consult with clients on investment… more
- BMO Financial Group (Covina, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest ... targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business development strategies to acquire new business… more
- Wells Fargo (Fort Lauderdale, FL)
- …+ Strong prospecting, outbound sales, recruiting, negotiation, and influence skills + Financial Advisor recruiting experience + Financial services industry ... an Internal Advisor Recruiter to join our Advisor Recruiting team within Wealth and Investment ...of the Firm by attracting the most successful, experienced Financial Advisors across all Wells Fargo Advisors channels. As… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries ... written industry and company specific reports upon request to Financial Advisor . + Assists in development of... investment managers' reviews by third party and independent investment manager searches. + Generates periodic… more
- Neuberger Berman (Dallas, TX)
- …of alternatives desired + Ability to effectively communicate and position complex financial instruments and investment processes + Comfortable working in a ... The Cross-Channel Advisor Consultant is responsible for furthering the growth...._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in… more