- NBT Bank (Plattsburgh, NY)
- …Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + ... $52,000 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Atria Wealth Solutions (Pensacola, FL)
- Investment Advisor Pensacola, FL, United States and 3 more *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE INTERESTED IN ... 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90...FEDERAL FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK - Investment Advisor - Navy Federal Careers (oraclecloud.com)… more
- Navy Federal Credit Union (Pensacola, FL)
- …productsand services to achieve the financial client'sgoals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90… more
- PNC (Fort Wayne, IN)
- …have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be ... preferred. In this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- Atria Wealth Solutions (Marion, IN)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... (or better) + Life and Health Insurance licenses + License in long term care and P & C...www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record… more
- Thrivent Financial (Bismarck, ND)
- …billion in assets under management/advisement (as of 12/31/23). Position Summary The Service Advisor meets the needs of clients as determined by the Lead Advisor ... and advisory responsibilities: General Support + Carries out planning, analysis, investment , and other decisions that affect client relationships, consulting with… more
- Atria Wealth Solutions (Reston, VA)
- 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 ... and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as… more
- Truist (Houston, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important...financial solutions through the combination of needs anticipation, sound investment management and a broad offering of banking and… more
- Atria Wealth Solutions (League City, TX)
- …CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the ... about CFS, please visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the … more
- JPMorgan Chase (Seattle, WA)
- …offered through **J.P. Morgan Securities LLC (JPMS)** , a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Select Financial Advisor in Chase Wealth Management, you will offer financial… more
- BECU (Bothell, WA)
- …assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. + **Service Enhancement and ... here . **IMPACT YOU'LL MAKE:** As an Associate Financial Advisor at BECU, you will play a pivotal role...you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Your… more
- JPMorgan Chase (Oak Park, IL)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- City National Bank (Las Vegas, NV)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB...and 63 and 65 or 66 * California Insurance License *Skills and Knowledge* * The SFA shows demonstrated… more
- Atria Wealth Solutions (King, NC)
- …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC...in their commitment to serving our members. The Allegacy Investment Group is seeking a financial professional guided by… more
- JPMorgan Chase (Upper Arlington, OH)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Santander US (Miami, FL)
- Life Insurance Advisor , Miami, FL Miami, United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped ... determine demand, future trends and potential projects. The Life Insurance Advisor is responsible for identifying opportunities, developing customized solutions, and… more
- JPMorgan Chase (New York, NY)
- …advisors located across 3,500 branches and 20 offices. As an Executive Director, Investment Product Specialist in JP Morgan Wealth Management, you will be expected ... to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the US Wealth Management strategy. Your… more
- Atria Wealth Solutions (San Jose, CA)
- …is growing its Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for our members to ... CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement...Associate to join its growing team providing retirement and investment services to its member base in San Jose… more
- Edward Jones (Nixa, MO)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- Charles Schwab (Boston, MA)
- …Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. You ... Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship,...and liquidity needs. As a Sr. Manager, Sr. Wealth Advisor , you will work with clients to build a… more