- Kestra Financial (Wappingers Falls, NY)
- The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities + Supports Lead Advisor including… more
- Atria Wealth Solutions (Vancouver, WA)
- …advising experience with proven track-record of success in direct investment and insurance sales . + Bachelor's Degree in Business/related field or equivalent ... Qualifications/Skills Required + Financial Advising-Advanced + Direct Investment-Advanced + Insurance Sales -Advanced + Communications-Advanced + Customer Service-Advanced… more
- KeyBank (Pearl River, NY)
- …Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects...management, service delivery, and other resources to maximize needs-based sales production. + Be an active member of the… more
- TD Bank (Concord, NH)
- …financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD Wealth ... insurance agency requirements, policies and procedures to effectuate annuity and insurance sales , including for qualified accounts in accordance and… more
- AAA Northern California, Nevada & Utah (Redding, CA)
- …As a AAA Travel Counselor, you will be responsible for providing exceptional travel sales and support experiences to our Members. This is a full-time, onsite, 5-day ... and encourages repeat business. + Cross-sells products and services (eg, insurance (P&C, Life), new membership accounts, etc.). Knowledge/Skills/Abilities + Basic… more
- Neuberger Berman (TX)
- …Stanley, UBS, Wells Fargo, Raymond James, Ameriprise, and LPL. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual ... other sales support activities related to the sales opportunity pipeline in concert with Advisor ...comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and other benefits… more
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in ... a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and ... insurance products. This includes retirement planning, investment planning, college...achieved. + Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating… more
- Thrivent Financial (Atlanta, GA)
- …authority or obtained within 90 days + Eligibility to be securities registered and insurance licensed in all 50 states + Sales experience + Previous experience ... build, grow and protect financial well-being through purpose-based advice, investments, insurance , banking and generosity. In this role, you'll gain experience… more
- US Bank (Minneapolis, MN)
- …management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales , revenue and practice excellence goals. ... Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and… more