- Citigroup (Miami, FL)
- …clear and concise manner. + Define and present to the sales force Citi Global Wealth 's regional views in consultation with Citi Research regional analysts ... Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the implementation of… more
- Citigroup (Glendale, CA)
- …in a clear and concise manner + Define and present to the sales force Citi Wealth 's Regional Views in consultation with Citi Research regional analysts and ... Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the implementation of… more
- Covr Financial Technologies (Hartford, CT)
- VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Office DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject ... 10% COMPENSATION: starting base salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: Insurance Sales Consultant (ISC) LOCATION:… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant ) in Wealth and ... call + Resolve client of Investment Professional issues in partnership with their Regional Alternative Investment Consultant and the AI Middle Office Support… more
- Wells Fargo (Dallas, TX)
- **About this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant ) in the Alternative Investments group ... as part of Wealth & Investment Management (WIM). Alternative Investment products include...+ Demonstrated ability to develop and enhance partnerships with internal investment professional, regional leadership and clients… 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 ... as we help shape the future. 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
- Nuveen Investments (MI)
- …the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office. + Presents the enterprise's Alternative ... the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this… more
- Charles Schwab (Lone Tree, CO)
- …are aligned with Schwab's broader business objectives. + Collaborate with Schwab's internal wealth specialists to provide a seamless client experience. What ... Regional Annuity Specialist within Charles Schwab's Income & Wealth Solutions Group, you will serve as a key...You will work closely with Schwab's advisors, clients, and internal partners to deepen client relationships and enhance Schwab's… more
- Covr Financial Technologies (Hartford, CT)
- …The Life Insurance Internal Wholesaler works in partnership with their VP, Regional Insurance Consultant to grow life insurance sales within their assigned ... Internal Wholesaler (Life Insurance) REPORTS TO: Chief Revenue...complex sales opportunities. + Works in partnership with VP, Regional Insurance Consultant to grow insurance sales… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. You will report to… more