- City of New York (New York, NY)
- …Comptroller's Bureau of Asset Management (BAM) supports the Comptroller in his role as investment advisor , custodian, and trustee for each of the five New York ... City public servants including teachers, firefighters, police officers, and more. As investment advisor for some of the largest public pension fund systems in… more
- PNC (Philadelphia, PA)
- …product management as well as working closely with other members of the Investment Advisor Research group. Preferences/Skills: *Experience in investment firm ... investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly… more
- PNC (Batesville, IN)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in Batesville or ... Shelbyville IN. **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- NBT Bank (Plattsburgh, NY)
- …Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review ... $52,000 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Robert Half Finance & Accounting (Worcester, MA)
- …is an established independent registered investment advisory firm and looking for an Investment Advisor to join their team. The Investment Advisor ... for business development. Ideal candidate will bring 5-10+ years of Investment Advisor experience, series 65/66 is ideal, as well as strong communication… more
- Citigroup (Jersey City, NJ)
- …report preparation and tracking activity. It is not a portfolio manager or investment advisor role and is not client-facing. The responsibilities of the ... Responsibilities** : Under the supervision of the head of Investment Management Oversight for Citi Trust NAM, the ...Investment Management Oversight for Citi Trust NAM, the Investment Analyst will help oversee discretionary investments in Trust… more
- Equitable (Philadelphia, PA)
- …products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor . Annuity and insurance products offered through Equitable ... Wealth Management Advisor - PA, Bala Cynwyd (2571) ( 180006WS...than 4,330 financial professionals + More than 190 Elite Advisor Group firms + 80 branch offices Securities offered… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …team, you will support the business and its clients as a wealth manager, investment advisor , consultant, and constant partner in helping clients achieve their ... is a nationally known but very localized independent registered investment advisory firm with about $12B in AUM. Approximately...aspirations. As an Advisor Associate, you'll work directly with Senior Advisors to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …consideration for this opportunity. Our esteemed client, a nationally renowned Registered Investment Advisor overseeing approximately $10 billion in assets, is ... seeking a dynamic Associate Advisor to join their team in the vibrant landscape...contribute to something exceptional. Key Responsibilities of an Associate Advisor : + Act as the primary point of contact… more
- Fort Pitt Capital Group, LLC (Harrisburg, PA)
- …invest in yourself? Fort Pitt Capital Group - an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture - has ... success in advising clients as well as in business development. As a registered Investment Adviser Representative (IAR) of Fort Pitt, You will have access to: +… more