- TIAA (Charlotte, NC)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants ... skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality...experience is helpful (though again, not required). While the Financial Services Consultant educates and… more
- Wells Fargo (Anchorage, AK)
- **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... Knowledge and understanding of Salesforce, Smart Station or contact management system + Financial services sales experience + High level of initiative and… more
- Wells Fargo (Hyannis, MA)
- **About this role:** Wells Fargo is seeking a PF Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... + US only: Insurance licenses **Desired Qualifications:** + Full service brokerage experience + Financial advisement or...of Salesforce, Smart Station or contact management system + Financial services sales experience + High level… more
- Vanguard (Charlotte, NC)
- …and objectives. + Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position ... investment success. That starts with you. As a Sales Consultant , you'll be an advocate for our retail investors...understand their needs, and position the Vanguard products and services that they can use to meet their goals… more
- Manulife (Boston, MA)
- …and judgement, the RC will collaborate with other key roles within the Personal Financial Services team and strategically manage the volumes of inbound and ... exciting, we'd like to hear from you.** The Retirement Consultant (RC) works as a member of a broader...Requirements:** + Bachelor's degree preferred + 1-3 years of Financial Services experience, preferably in phone and/or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …specialized training or certification to serve as a resource to Financial Advisors (FAs) and their clients regarding qualified and nonqualified retirement ... with internal and external customers to provide retirement planning consultative services . **Essential Duties and Responsibilities:** * Responds to FA questions by… more
- The Hartford (Wayne, PA)
- …consultants, and internal sales professionals to further their knowledge of the financial services industry. *This position will adhere to Hartford Funds' ... OF THE POSITION? + Respond to phone calls from financial advisors promptly and professionally, following established criteria +...maintain a harmonious work environment + Must obtain the SIE , Series 7 & 63 exams within 12 months… more
- Morgan Stanley (Gilbert, AZ)
- …*Required Qualifications*:** * Bachelor's degree or equivalent * 1-3 years ofrelevant financial services or brokerage sales experience preferred * Securities ... service skills *Why Morgan Stanley*: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities,… more
- Equitable (Melville, NY)
- …make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs ... FINANCIAL PLANNER (TM) (CFP(R)) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia...required state licenses as well as sitting for the SIE which must be passed prior to onboarding +… more
- Morgan Stanley (New York, NY)
- Morgan Stanley is a leading global financial services Firm providing a wide range of investment banking, securities, investment management and wealth management ... and backgrounds to: 1. Gain their Securities Industry Essentials ( SIE ) Exam prior to joining the Firm, as well...of academic backgrounds who have a heightened interest in financial services . Successful VEAs have a unique… more
- Truist (Smyrna, GA)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of six ... years of financial services experience with a demonstrated ability...- Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R) 4. Completion of Leadership Development… more
- Truist (Ormond Beach, FL)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of eight ... CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R) 5. Previous experience using financial planning… more
- T. Rowe Price (Colorado Springs, CO)
- …will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our ... on defined sales targets and other role-based responsibilities + Understand the overall Financial Services industry and related legal, tax, and regulatory issues… more
- Equitable (Raleigh, NC)
- …professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek ... be required to attain state life and health licenses, SIE , FINRA Series 7 and 66 exams (other designations...scope of impact with the support of a leading financial services firm, let's connect!** Securities offered… more
- Vanguard (Scottsdale, AZ)
- …business. + Develop and maintain proficient knowledge of Vanguard funds, products, and services . Understands the overall Financial Services industry and ... career as an Ultra High Net Worth (UHNW) Client Consultant within our Personal Investor Wealth Management Division. UHNW...Minimum of three years related work experience in the Financial Services industry. + Experience in client… more
- Raymond James Financial, Inc. (New York, NY)
- …and a minimum of five (5) years of managerial experience in a retail financial services firm. ~or~ * Any equivalent combination of experience, education, and/or ... process within a geographic region. * Acts as a business development consultant ; sources, establishes and develops new Financial Advisor affiliations with… more
- Gilmartin Group (San Diego, CA)
- …+ Culture & Team Oriented + Adaptable + Accountable We provide comprehensive service offerings throughout the lifespan of our client companies. We have decades of ... Markets, Investor Relations, Corporate Communications and Business Development/Strategic Advisory services . Our professionals have spent their careers on Wall Street… more