- Navy Federal Credit Union (El Paso, TX)
- …current/new clients + Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market / industry shift to ... in-depth on-going research to acquire new accounts in assigned territory to increase market share + Plan/conduct life insurance and investment seminars and… more
- Atria Wealth Solutions (Allentown, PA)
- …Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities… more
- Atria Wealth Solutions (Richmond, VA)
- …with CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... in assets serving nearly 40,000 members. As a Financial Advisor your responsibilities include, but are not limited to,...and otherwise educating and updating themselves about financial and investment vehicles in the market and the… more
- Umpqua Bank (South Jordan, UT)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Scottsdale, Arizona Greenwood Village, Colorado...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Regions Bank (Clearwater, FL)
- …careers section of the system. **Job Description:** At Regions, the Associate Wealth Advisor , through the mentorship of a senior advisor , will build foundational ... and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor will... will focus on growing legacy banking and small Investment Management & Trust (IM&T) relationships within an assigned… more
- Nuveen Investments (MO)
- …offered by Nuveen. He or she will partner closely with team members including Market Leaders, Advisor Consultants and Specialists and within the region. The ... best opportunities for success. + Work effectively in a team environment with Market Leader, Advisor Consultants, Specialists and Internal Advisor … more
- Neuberger Berman (CA)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, Wells ... Raymond James, LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and revenue of...of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Los Angeles.… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...and otherwise educating and updating themselves about financial and investment vehicles in the market and the… more
- KeyBank (South Windsor, CT)
- …of characteristics and needs of clients and partners within the bank- based investment market space. + Demonstrated ability to sell products and services ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment... Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing… more
- Santander US (Staten Island, NY)
- …compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the ... Financial Advisor - Centralized, Staten Island, NY Country: United...sales prospects within existing or untapped markets. + Gathers market intelligence, generates leads, and develops proposals/campaigns to garner… more