- NBT Bank (Williamsville, NY)
- …Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + ... $58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Atria Wealth Solutions (Vancouver, WA)
- …Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members ... Washington and Oregon. + Clean U-4 + Valid Driver's License to transport self between Columbia CU branches, Operations...LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record… more
- PNC (Charlotte, NC)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Asset Management Private Bank organization, you ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- JPMorgan Chase (New York, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and skills** + A valid and active Series 7 license is required or may be obtained within a… more
- PNC (Cincinnati, OH)
- …respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank, you will be based in ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. + Responsible for… more
- Fifth Third Bank, NA (Chicago, IL)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor ) Downtown Chicago At Fifth Third, we ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- KeyBank (Pittsburgh, PA)
- …Road - Pittsburgh, Pennsylvania 15241 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- KeyBank (Akron, OH)
- …3983 Medina Road - Akron, Ohio 44333 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- Atria Wealth Solutions (Marion, IN)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... (or better) + Life and Health Insurance licenses + License in long term care and P & C...www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment ... through non-depository investments, insurance and/or credit union products. + Sells investment and insurance products to member-owners. + Services investment … more
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