- PNC (Louisville, KY)
- …a plus **Job Description** + Leads project initiatives related to the integrated advisor workstation and the investment advisor function. Defines future ... opportunity to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management...strategy and the advisors in the field. Supports the advisor on client requests for new business or specific… 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
- 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
- Charles Schwab (Lone Tree, CO)
- …Sales organization to deliver quality consulting engagements to our registered investment advisor (RIA) clients. These consulting engagements are opportunities ... **Your opportunity** Schwab Advisor Services, a division of Charles Schwab &...Business Consulting and Education team is part of Schwab Advisor Services and creates and delivers high-quality, industry-leading consulting… more
- Guardian Life (St. Paul, MN)
- …will** + Responsible for making independent suitability decisions when approving of all Investment Advisor accounts at account opening (including the review of ... team is seeking a positive professional to join the team as a Supervision Advisor on our Advisory suitability team. The right candidate will have the ability to… 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
- 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
- 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