- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- Atria Wealth Solutions (Lunenburg, MA)
- …). CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving ... LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA...Massachusetts with big plans for the future! Function: Sell investment and insurance products, available through our Broker Dealer,… more
- Kestra Financial (Wappingers Falls, NY)
- …account reviews, report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and ... The Associate/Service Advisor reports to the Lead Advisor ...+ Strong understanding of financial services industry and diverse investment products + Basic computer skills (Outlook, Word, Excel… more
- JPMorgan Chase (Mattapan, MA)
- …qualifications, capabilities, and skills * Certified Financial Planning (CFP(R)) certification is preferred * Bachelor's degree preferred INVESTMENT AND ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through… more
- Edward Jones (Mount Airy, NC)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- Columbia Bank (Santa Rosa, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Navy Federal Credit Union (Lacey, WA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Neuberger Berman (PA)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and ... Raymond James. 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 Philadelphia. This… more
- T. Rowe Price (San Francisco, CA)
- …understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial… more
- KeyBank (Cincinnati, OH)
- …wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass ... - Cincinnati, Ohio 45242 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...Affluent clients by providing investment solutions to new and existing clients while identifying… more