- Antares Capital LP. (Chicago, IL)
- …Agojob requisition id: R564**Job Description**The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares' ... Senior Vice President, Midwest Advisor Consultant...This role serves as a critical conduit between Antares' investment platform and the advisor community, ensuring… more
- Hispanic Alliance for Career Enhancement (Chicago, IL)
- …Chicago area and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor , Practice Lead (Personal Strategy) plays a vital role in ... helping clients achieve long‑term financial success by serving as a trusted advisor and primary point of contact for high‑net‑worth client households. This role is… more
- Antares Capital LP. (Chicago, IL)
- A financial services company seeks a Senior Vice President, Midwest Advisor Consultant to drive growth across the Western US This key role involves building ... strategies for alternative investments. The ideal candidate will have strong sales performance history, deep investment knowledge, and excellent communication… more
- Oppenheimer & Co Inc (Chicago, IL)
- …in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public ... Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing...Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within… more
- jobr.pro (Boston, MA)
- …trust of those who rely on us. The Role Great Gray is looking to add a Senior Compliance Advisor to our Compliance Team. The Senior Compliance Advisor ... retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on… more
- PowerToFly (San Francisco, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and ... Join to apply for the Senior Wealth Advisor role at Citi...Employment type Full-time Job function Job function Finance and Sales Industries Banking, Financial Services, and Investment … more
- Hispanic Alliance for Career Enhancement (Seattle, WA)
- …Seattle area and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor , Practice Lead (Personal Strategy) plays a vital role in ... helping clients achieve long‑term financial success by serving as a trusted advisor and primary point of contact for high‑net‑worth client households. This role is… more
- Empower (Boston, MA)
- …and Relationship Management to identify participants who may benefit from working with a Senior Advisor * Partner with the Branch Director to drive the branch's ... Senior Branch Financial Advisor - Boston,...with clients in person to provide holistic financial planning, investment advice, and guidance across all stages of life.… more
- Empower (San Francisco, CA)
- …Bay area and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor , Practice Lead (Personal Strategy) plays a vital role in ... helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is… more
- July Business Services (Chicago, IL)
- …be a good fit for you. The person in this role will report to JULY's Senior Vice President of Sales . Job Responsibilities Strengthen JULY's brand and sales ... a defined geographic territory. If you enjoy working with investment advisors and small and mid-sized retirement plan clients,...client consultations, and client paperwork Partner with JULY's Channel Sales team to build and deepen advisor … more
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