- US Bank (Roseville, CA)
- …FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made ... must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6… more
- The Hartford (Wayne, PA)
- RIA Sales Consultant - 87SY5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... NM, AK Overview of the role: The RIA Sales Consultant is responsible for directing sales efforts for Hartford...and developing relationships with RIAs, Bank Trust, and Private Wealth Groups that have firm AUM over $500 million.… more
- HUB International (Metairie, LA)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over ... + **Strong community support and involvement through HUB Gives** **SUMMARY:** A Benefits Consultant (BC) interfaces with a group of clients (a book of business) to… more
- Regions Bank (Atlanta, GA)
- …In collaboration with the Consumer Banking Executives, Consumer Banking Managers, and Wealth Management partners, this position is responsible for setting the ... and skill development. This position partners with the Platform Investment Consultant to ensure appropriate staffing, coaching,...bankers + Supervises Financial Advisors in the execution of investment and relationship management to offer a… more
- Edward Jones (St. Louis, MO)
- …reskilled and upskilled to deliver industry-leading Human-Centered Complete Wealth Management . The Senior Learning and Performance Consultant is responsible ... behaviors **What You'll Do:** + Establish trusted partnerships as a consultant to business leaders throughout the organization, employing diplomacy, objectivity, and… more
- Wells Fargo (Tyler, TX)
- **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... tolerance. + Meet with clients to collect financial information + Assess investment profile and evaluate clients financial needs. + Advise clients regarding… more
- HUB International (Nashville, TN)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over ... Strong community support and involvement through HUB Gives **SUMMARY:** The Employee Benefits Consultant interfaces with a group of clients (a book of business) to… more
- Capco, a Wipro Company (Dallas, TX)
- …with strong change management experience and prior success, either as a management consultant or within a change role in a financial services institution. ... are experts in capital markets, banking and payments and wealth and asset management . We have a...and entrepreneurial culture. **About the Job:** As a Senior Consultant on the Banking and Payments team, you will… more
- T. Rowe Price (Baltimore, MD)
- …confidentiality, and diplomacy Preferred: + Experience within Financial Services, supporting an asset management / wealth management business + Ability to act ... in an evolving world. As a premier global asset management organization with more than 85 years of experience,...with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed… more
- HUB International (Denver, CO)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. At HUB, we ... Our Employee Benefits team is growing, and we're looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In… more