- Simon & Schuster (New York, NY)
- Publicity Assistant, Atria Books 1230 Ave of the Americas, New York, NY 10036, USAReq #380 Thursday, November 21, 2024 Simon & Schuster was named to Forbes magazine ... to numerous well-known imprints and divisions such as Simon & Schuster, Scribner, Atria Books, Gallery Books, Pocket Books, Adams Media, Simon & Schuster Children's… more
- Atria Wealth Solutions (San Diego, CA)
- Atria Wealth Solutions, Inc. ( Atria ) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for ... institutions, and their clients. Headquartered in New York City, Atria 's broker-dealer and investment adviser subsidiaries empower financial institutions and… more
- Atria Wealth Solutions (Houston, TX)
- Atria Wealth Solutions, Inc. ( Atria ) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for ... institutions, and their clients. Headquartered in New York City, Atria 's broker-dealer and investment adviser subsidiaries empower financial institutions and… more
- Atria Wealth Solutions (Rockville, MD)
- Atria Wealth Solutions, Inc. ( Atria ) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for ... institutions, and their clients. Headquartered in New York City, Atria 's broker-dealer and investment adviser subsidiaries empower financial institutions and… more
- Atria Wealth Solutions (San Diego, CA)
- Atria Wealth Solutions, Inc. ( Atria ) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for ... institutions, and their clients. Headquartered in New York City, Atria 's broker-dealer and investment adviser subsidiaries empower financial institutions and… more
- Atria Wealth Solutions (King, NC)
- …- Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing and professional personality, ability to be ... Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe… more
- Atria Wealth Solutions (Fort Worth, TX)
- …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... then develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with… more
- Atria Wealth Solutions (Reston, VA)
- …To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the ... Financial Advisor I - Reston Reston, VA, United States (Hybrid) *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN THIS POSITION, PLEASE FOLLOW THE APPLICATION PROCESS OUTLINED AT THE BOTTOM OF THIS POSTING. DO… more
- Atria Wealth Solutions (Corning, NY)
- …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the surrounding areas. Established in… more
- Atria Wealth Solutions (Raleigh, NC)
- …(CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As ... Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals. You'll identify their needs, gather data, and then analyze that… more
- Atria Wealth Solutions (Riverside, CA)
- …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... then develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with… more
- Atria Wealth Solutions (San Jose, CA)
- …will include working with registered representatives in assigning the servicing and transitioning of "B" and "C" client base, conducting regularly scheduled reviews ... Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas.… more
- Atria Wealth Solutions (Sacramento, CA)
- …will include providing member service and sales support for the Investment & Insurance Services group for the organization. Responsibilities + Coordinates with ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Sacramento, CA area. About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial… more
- Atria Wealth Solutions (League City, TX)
- …Under direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement planning ... services. The Associate Financial Advisor will provide investment advice by drawing upon a limited range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and benefits of… more
- Atria Wealth Solutions (Riverside, CA)
- …+ Meet with and profile credit union members in order to determine the most appropriate products to meet their long-term financial goals. Provide advice and guidance ... As part of our relationship Wescom Financial Services, LLC, CUSO Financial Services, LP (CFS) is helping in their search for a Financial Advisor via this posting on our website. Wescom Financial Services, LLC is seeking a Financial Advisor in the Riverside CA… more
- Atria Wealth Solutions (Plano, TX)
- …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... then develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with… more
- Atria Wealth Solutions (Greensboro, NC)
- …+ Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA. + Cultivates strong working ... relationships and builds trust among Credit Union staff and members along with other key local people in the Credit Union's community, ie, attends/participates in staff meetings and other Credit Union staff functions, conducts periodic huddles with designated… more
- Atria Wealth Solutions (Lansing, MI)
- …Provide analysis and guidance to businesses and individuals in order for them to make investment decisions; Recommends financial options to members in accordance with ... Consumers Credit Union , as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Lansing, MI area. Consumers Credit Union is a full-service financial institution and… more
- Atria Wealth Solutions (Carthage, NY)
- …include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, ... Northern Financial Services, located at Northern Credit Union is growing! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Northern Credit Union in the Carthage, Lowville, and other North Country NY… more
- Atria Wealth Solutions (Marion, IN)
- …Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales experience in the financial services ... industry, preferably in a bank or credit union. + Technical knowledge about various insurance and investment vehicles with regards to tax implications + Knowledge of Social Security, Medicare, and Medicaid Computer Skills: + Word and Excel + Computer literate… more