- NBT Bank (Burlington, VT)
- …Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + ... $60,450 - $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 (Erie, PA)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based ... one of PNC Bank's Northeast PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor I ( Investment Associate), you will provide support for the… more
- PNC (Sharon, PA)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based ... in one of PNC Bank's Northeast PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of business of 80-90 … more
- Navy Federal Credit Union (San Diego, CA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90… more
- PNC (Washington, DC)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based ... 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
- PNC (Detroit, MI)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Institutional Asset Management organization, you will ... The ideal candidate will meet the following qualifications: - financial background - investment experience preferred - strong desire to grown and develop with the… more
- Fifth Third Bank, NA (Fort Thomas, KY)
- …developed sales and presentation skills. + Travel required within assigned territory. Investment Executive (Financial Advisor ) - Northern, KY At Fifth Third, ... 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 (Pearl River, NY)
- …Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects… more