- Sands Investment Group (Philadelphia, PA)
- …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
- PNC (Phoenix, AZ)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, ... Asset Management Market Leader, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- Truist (Charlotte, NC)
- …communities. Job Profile Summary The Corporate & Investment Banking (CIB) Technology Senior Risk Advisor is responsible for providing first line of defense ... This role provides an opportunity to leverage strong Corporate & Investment banking (CIB) technology and risk management experience to meaningfully influence… more
- M&T Bank (New York, NY)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... their teams as well as with project sponsors, internal and external contacts, and senior management. Teams make a presentation to senior management at the… more
- City National Bank (Las Vegas, NV)
- **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?**... related experience + Minimum 3 years experience in investment sales + FINRA Series 7 and ... The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Knowledge** + The SFA shows demonstrated success in an investment product sales role over a multi-year… more
- HUB International (Albuquerque, NM)
- As a Senior Wealth Advisor , you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB ... that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced...new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs. + Conduct regular… more
- PNC (Dayton, OH)
- …are passionate about our values and helping our advisors build their future. As a Senior Financial Advisor within PNC Investments, you will be based in Dayton, ... have an opportunity to contribute to the company's success. Senior Financial Advisors are based in a centralized location...(63/65). Life & Health Insurance required. + Consults on investment and insurance strategies, as well as the development… more
- Citigroup (Pleasant Hill, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (Paramus, NJ)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly ... a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.… more
- Vanguard (Chesterbrook, PA)
- …other financial designation preferred. + Demonstrated knowledge of and/or experience with sales operations and/or Financial Advisor + Services (FAS) business ... & SOX department has an exciting opportunity for a Senior Engagement Manager - on our Business and Corporate...will be a subject matter expert for the Financial Advisor Services (FAS) division and intermediary business, and lead… more
- M&T Bank (York, PA)
- …years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment , brokerage ... worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to… more
- JPMorgan Chase (Selden, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and… more
- Citigroup (Arlington Heights, IL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Huntington National Bank (Dublin, OH)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses Preferred… more
- Huntington National Bank (Lakewood, CO)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses Preferred… more
- M&T Bank (Los Angeles, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- PNC (Lexington, KY)
- …valued and have an opportunity to contribute to the company's success. As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will be based ... on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing… more
- M&T Bank (New York, NY)
- …responsible for the overall management of team of experts (private bankers, investment advisors, commercial banker, business banker, etc.) supporting the client as ... and grow the business. + Maintain high-level knowledge of trust, planning, investment , credit and insurance disciplines. + Conduct legal research, assist in drafting… more