- Sands Investment Group (Fort Lauderdale, FL)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... Successful candidates will: At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded… more
- Sands Investment Group (Chicago, IL)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... their production, we build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to invest in real estate;… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …SEC regulations and guidelines as well as firm policies governing advisory accounts. A Senior Advisor , general investment advisory is expected to conduct ... as well as firm policies governing advisory accounts. A Senior Advisor , general investment advisory...and ongoing qualifications of the discretion platform Monitors the sales practices, fiduciary and investment advisory activities… more
- Fifth Third Bank, NA (Charleston, SC)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor LOCATION -- Charleston, South Carolina 29403 Fifth ... clients, prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment assets. Responsible… more
- PNC (Houston, TX)
- …have an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, ... Regional Managing Director, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans,… more
- Vanguard (Malvern, PA)
- Vanguard has a Registered Investment Advisor (RIA) Sales Strategist position open in our Financial Advisor Services (FAS) team. The RIA Sales ... a broad spectrum of work including development of the sales strategy, enabling sales to drive outcomes... Strategist, you will get routine exposure to our senior leadership team and develop expertise in the intermediary… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The... related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 ... Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Qualifications* * The SFA shows demonstrated success in an investment product sales role over a multi-year… more
- HUB International (Bethesda, MD)
- …and building success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor , you will work directly with referral partners, and ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our...that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced… more
- HUB International (Albuquerque, NM)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over...that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced… more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related...degree from an accredited university + 10 years of sales experience in personal trust, investment or… more
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