- Truist (Atlanta, GA)
- …members. Responsibilities will be generally evenly divided between: * Serving as an investment thought leader * A high-level client service contact * ... description:** JOB SUMMARY The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager 2 is a senior level manager who contributes to… more
- Atria Wealth Solutions (Marion, IN)
- …and services to members and non-members regarding planning for retirement and investment services . Services include an analysis of current financial ... the development of a marketing plan for products and services offered through Credit Union Service Organization...(CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record… more
- Atria Wealth Solutions (Sandusky, MI)
- …Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services to our customer base in and around our service area. ... through SPF (Member FINRA/SIPC). SPF (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record of serving the… more
- Atria Wealth Solutions (Cincinnati, OH)
- …Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the northern Cincinnati, ... www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the… more
- Atria Wealth Solutions (King, NC)
- …, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC...to build referrals and educate the staff on Allegacy Investment Group services . Also work closely with… 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 ... applicable laws, regulations, policies, and guidelines. (In-Branch) + Manage, service and grow an existing investment and...Assist with the training of Credit Union staff on investment and insurance products, services , and appropriate… more
- JPMorgan Chase (Evanston, IL)
- … are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in… 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...+ Provide clients with a high level of individualized service based on comprehensive planning and investment … more
- JPMorgan Chase (Mattapan, MA)
- … are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...skills: * At least 2 years in a Financial Advisor role or equivalent financial services experience… more
- NBT Bank (Williamsville, NY)
- …Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more