- Sands Investment Group (Santa Monica, CA)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... by 100% commission At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded experts… 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 (Birmingham, AL)
- …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 (Indianapolis, IN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you ... at manager's discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line… 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
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a ...degree from an accredited university + 10 years of sales experience in personal trust, investment or ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… 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
- Charles Schwab (Lone Tree, CO)
- … organization to deliver quality consulting to our prospective registered investment advisor (RIA) clients. These consulting engagements are opportunities ... **Your opportunity** Schwab Advisor Services (AS), a division of Charles Schwab...trading, technology, and practice management services to independent registered investment advisors (RIAs). RIAs choose independence because they are… more
- Comerica (Dallas, TX)
- 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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