- Citizens (New York, NY)
- … sales performance + Experience and comfort with virtual and phone-based servicing and sales , ideally financial or investment product sales + Able ... Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth...delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs… more
- Bank of America (Chandler, AZ)
- …& 66 is required** **(or the equivalent 63 & 65)** + Minimum of 1-2 years financial advisory or investment sales experience + Passion for excellence and ... client relationships by identifying broader product and service solutions that meet their investment , savings and credit needs. As a Financial Solutions Advisor… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union ... us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part...A minimum 2 years of experience in a support, sales , or administrative capacity in a financial … more
- Banco Popular Puerto Rico (New York, NY)
- …Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic ... position only. In this position, you will: + Evaluate customers relative to financial needs, current holdings and available investment capital by listening to… more
- Siebert Williams Shank (New York, NY)
- …Shank is an independent, non-bank financial services firm that offers investment banking, sales and trading, research, advisory, and asset management ... Williams Shank (SWS) is conducting a search for an Investment Banking Analyst to join its capital markets team...and their dependents with support in maintaining health and financial protection. Siebert Williams Shank & Co., LLC is… more
- The Childrens Place (Secaucus, NJ)
- …analyst will also support the real estate decision making process through in-depth financial analysis and investment recommendations, sales & expense ... **Location:** Secaucus, New Jersey **Job Summary:** The Analyst will provide financial forecasting, business planning, and general accounting support to the FP&A and… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Sales Director to join our Liability Driven Investments team. In this role, you'll drive growth and strengthen our presence in ... the defined benefit pension asset management market! + Sales Leadership and Market Development: Develop and execute a strategic sales plan to grow the LDI… more
- Mizuho Corporate Bank (New York, NY)
- …be an integral part of the team, contributing to the execution of investment -grade debt offerings and supporting our clients' financial objectives. This position ... transaction structuring and pricing decisions. + Contribute to the development of financial models and valuation analyses for investment -grade debt issuances. +… more
- CBRE (Denver, CO)
- Senior Investment Sales Analyst Job ID 189576 Posted 21-Oct-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales /Brokerage ... including a candidate's education, training, and experience. The minimum salary for the Sr Investment Sales Analyst position is $80,000 per year and the maximum… more
- CBRE (Austin, TX)
- Investment Sales Senior Analyst Job ID 189466 Posted 16-Oct-2024 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) ... ready to start an exciting career with CBRE? **About The Role:** As a CBRE Investment Sales Sr. Analyst, you will develop business and negotiate the selling,… more
- Mizuho Corporate Bank (New York, NY)
- …and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit www.mizuhoamericas.com. Mizuho ... Mizuho America's Banking Division is a premier investment and corporate bank dedicated to delivering innovative...private equity clients in the US and abroad. Our Financial Institutions Group supports client business activities with an… more
- Truist (Ponte Vedra Beach, FL)
- …2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 3. Implement investment decisions promptly and ... as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and… more
- Truist (Jupiter, FL)
- …direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and maintain a profitable level of securities and ... sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall...internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment … more
- JPMorgan Chase (New York, NY)
- Join our Investment Grade Credit Sales team! As a Global Sales Analyst for JPMorgan's Global Sales & Marketing team, you will handle and own the ... detail + Excellent presentation skills and understanding of the sales process JPMorganChase, one of the oldest financial...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Wells Fargo (New York, NY)
- At Wells Fargo, we have one goal: to satisfy our customers' financial needs and help them achieve their dreams. We're looking for talented people who will put our ... outstanding talent. It all begins with you. **About this role:** Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and… more
- Berkshire Bank (Albany, NY)
- …in implementing and delivering a full range of services to clients, including financial planning, investment advising, and fiduciary services. Thrives in a ... : + Meets regularly with clients and provides input on long-term financial and estate planning matters. + Implements investment strategies determined… more
- US Bank (Cincinnati, OH)
- …and discover what you excel at-all from Day One. **Job Description** The Investment Advisor Services Sales Support team member delivers and successfully ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...implements sales support related programs within Investment Advisor Services (IAS). Performs client outreach to introduce… more
- CBRE (Atlanta, GA)
- Investment Sales Analyst Job ID 186019 Posted 26-Sep-2024 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) Atlanta ... **About the role** Our team is seeking a hard-working Investment Sales Analyst. The successful candidate will...real estate sector. **What you'll do** + Assist with financial modeling and analysis of prospective transactions. + Use… more
- Friedman Management Company (Farmington Hills, MI)
- Commercial Real Estate Broker - Investment Sales Job Details Level Experienced Job Location Corporate Office - Farmington Hills - Farmington Hills, MI Job ... Category Sales With a stellar reputation for over 35 years,...in the Detroit area markets. We are seeking commercial investment sale brokers who are looking to provide their… more
- Truist (Sarasota, FL)
- …SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more