- Sands Investment Group (Charlotte, NC)
- …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
- Fifth Third Bank, NA (Columbus, OH)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor At Fifth Third, we understand the importance of ... clients, prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment assets. Responsible… more
- PNC (Troy, MI)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC 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
- M&T Bank (Burlington, VT)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages… 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 ... PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor I ( Investment Associate),...Investment Associate), you will provide support for the senior Advisors within the team. This includes monitoring accounts… 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 and insurance products. This includes retirement planning, ...member impact and risk is mitigated. Required Skills The Senior Financial Advisor possesses the following knowledge… 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
- T. Rowe Price (Baltimore, MD)
- …RIA, TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a unique ... firm. Please note that we are hiring 2 Senior Alternative Investment Specialists - one to...advisor relationships with the goal of directly driving sales across alternative products + Support efforts with various… 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
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