- BlackRock (New York, NY)
- …a top-five manager of retail insurance assets, the team delivers best-in-class investment solutions, sales support, thought leadership, and risk management ... Annuities, Registered Index Linked Annuities, Life Insurance, and retail investment products such as ETFs and mutual funds. As...with key stakeholders. + Collaborative approach to a team-based sales and service model. For New York, NY Only… more
- Truist (Atlanta, GA)
- …IBCM's strategic plan and the administration of key operating routines supporting the Investment Banking, Capital Markets, M&A and Sales , Trading & Research ... * Will work with the Business Management Leads of Sales and Trading, Capital Markets, M&A and Investment... Sales and Trading, Capital Markets, M&A and Investment Banking Coverage to support the tracking of business… more
- Citigroup (Glendale, CA)
- …expand and improve Citi's existing product platform to determine changes in sales , investment , and portfolio construction strategies that isolate and capitalize ... and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales … more
- NBT Bank (West Hartford, CT)
- …with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results. Education ... or equivalent education and experience + Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of… more
- City National Bank (Studio City, CA)
- …vs non-taxable) and portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, ... Education, or relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of...alternatives, partnerships) * Investment data reconciliation to… more
- US Bank (Boise, ID)
- …and customer service support to Financial Advisors (FA) of US Bancorp Investment Sales . Supports business development process through responsive sales ... Qualifications** - High school diploma or equivalent - Two to four years of investment industry experience - Series 6 or 7, 63 registrations and life, variable life,… more
- Cushman & Wakefield (East Rutherford, NJ)
- …Assist in the preparation of presentations, offering memorandums and financial reports for investment sales transactions + Analyze and evaluate rent rolls and ... materials presented to clients + Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate… more
- Principal Financial Group (Minneapolis, MN)
- …and 4+ years related industry experience with at least two of those years sales specific ( sales , investment products, capital markets, partnering with ... **What You'll Do** We have two opportunities to drive sales activities for Principal Funds Distribution throughout either the Dakotas and Minnesota or WI and the… more
- Huntington National Bank (Greenville, SC)
- …as assigned. Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses ... for all assigned branches and/or book of business. + Provide investment /insurance solutions to customers based on a comprehensive financial planning approach… more
- Huntington National Bank (Kent, OH)
- …as assigned. Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses ... all assets, goals, time horizon and risk tolerance. + Provide investment /insurance solutions to customers based on a comprehensive financial planning approach… more