- City National Bank (West Hollywood, CA)
- …* Minimum 5 years of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 * California ... *Additional Qualifications* * The SFA shows demonstrated success in an investment product sales role over a multi-year period. * Strong understanding of… more
- T. Rowe Price (San Francisco, CA)
- …region, but is ideally located in CA + Responsibilities include: + Drive sales of Alternative Investment strategies with targeted financial advisors & ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...and Oak Hill Advisors (OHA) in pursuit of driving sales . + This is a field sales … more
- PNC (PA)
- … education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve ... of business to better understand their goals and objectives and recommend investment solutions tailored to their individual situation and needs. Additionally, they… more
- JPMorgan Chase (Austin, TX)
- …+ Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... you with the opportunity to take your career to the next level. As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and… more
- JPMorgan Chase (New York, NY)
- …+ Develop investment policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of sales ... **Primary Function** As an Investment Specialist you are responsible for helping the...and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections, negotiation, team selling… more
- City National Bank (Houston, TX)
- …*Required Qualifications** * Bachelor's Degree or equivalent * 3 to 5 years of experience in investment sales and/ or internal sales support * 3 to 5 years ... OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors… more
- Atria Wealth Solutions (Lunenburg, MA)
- … education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve ... unions in Massachusetts with big plans for the future! Function: Sell investment and insurance products, available through our Broker Dealer, to individuals and… more
- PNC (Alexandria, IN)
- … education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve ... the company's success. As a Financial Advisor within PNC's Investment Division, you will be based in Alexandria, IN....book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- JPMorgan Chase (Jersey City, NJ)
- Join the Commercial and Investment Bank Payments Sales team! As a key leader on the team, you will drive the end-to-end client experience. As a Payment Sales ... Manager (PSM) within the Healthcare segment in Payments Corporate Sales , you will be responsible for developing new business...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- T. Rowe Price (New York, NY)
- …difference in ways that matter to you . Role Summary The Alternative Investment Internal Consultant partners with external sales professionals to develop ... Specialists to optimize client coverage, deepen relationships, and drive sales of private markets/alternative investment products. + Business Development:… more