- CBRE (New York, NY)
- Investment Sales Consultant Job ID 196658 Posted 05-Dec-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support ... - New York - United States of America About The Role: As a CBRE Investment Sales Consultant , you will conduct a variety of research and evaluations for the… more
- Thrivent Financial (Minneapolis, MN)
- …region(s) helping increase Thrivent Mutual Funds, ETFs, and Managed Accounts market share through sales . The Investment Consultant will provide sales and ... consultation skills to drive sales . + Partner with External Regional Investment Consultant in the field to help develop sales opportunities in his/her… more
- The Hartford (Wayne, PA)
- Internal Sales Consultant - 87SW5E We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... future. Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial...and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next… more
- Morgan Stanley (Gilbert, AZ)
- …products; Financial services; Financial Solutions Advisor; FINRA; Gilbert, AZ; helping clients; Inside sales ; Investment Consultant ; investment goals; ... objectives; investment planning; investment research; investment vehicles; MoneyGuidePro; phone sales ; Registered Advisor; Registered Associate;… more
- Banco Popular Puerto Rico (New York, NY)
- …Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular ... + Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them… more
- AON (Chicago, IL)
- Aon is looking for an Institutional Investment Consultant As part of an industry-leading team, you will help empower results for our clients by delivering ... topics Duties and Functions include but are not limited to: The Institutional Investment Consultant position requires a dynamic professional who can: +… more
- HUB International (Scottsdale, AZ)
- The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ ... etc.). RPCs will also support new business advisers in the sales process and occasionally directly close and onboard new clients. RPCs must understand all aspects of… more
- US Bank (Gresham, OR)
- …and discover what you excel at-all from Day One. **Job Description** As an Investment Consultant in the Wealth Management Advisory Center, you will primarily be ... clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition...to two years of job-related experience in a financial sales position - FINRA licenses: Series 7, 63 and… more
- Truist (Morgantown, WV)
- …America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working ... a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those… more
- Palo Alto Networks (Washington, DC)
- …Career The Solutions Consultant Manager is the evolution of the traditional Sales Engineer Manager role, aligning how we lead teams to best serve our customers ... investment with Palo Alto Networks. As our Solutions Consultant Manager, you are the technical leader for your...Consulting team. You will work closely with the District Sales Manager and, along with your team, build relationships… more
- Palo Alto Networks (Baltimore, MD)
- …learning opportunities - just to name a few! **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering role, aligning ... in their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance in your customer's security… more
- Realtor (Scottsdale, AZ)
- …currently looking for a talented individual to join our team in the role of Digital Sales Consultant Associate, which is a unique and exciting inside sales ... industry leader in both content and traffic. The Digital Sales Consultant Associate must be a highly...prospect needs. Comfortable discussing numbers and having Return on Investment conversations. + Ability to actively listen and use… more
- Neuberger Berman (New York, NY)
- …strategies and data via consultant databases. The team partners with the Consultant Relations Team, Sales , investment teams and business support ... as primary data contact for Relationship Managers on key Consultant relationships + Aggregate investment strategy performance...of information + Complete various value added projects for Sales and Investment teams including competitor and… more
- Deloitte (Columbus, OH)
- Sales Performance Management Senior Consultant Are you passionate about helping clients solve complex challenges and supporting them through critical ... May 30, 2025. Work you'll do As a Senior Consultant , you will work within an engagement team to...return for their digital sales enablement and sales operations infrastructure investment + Work with… more
- City National Bank (Los Angeles, CA)
- *TECHNICAL SALES CONSULTANT - PAYMENTS* WHAT IS THE OPPORTUNITY? This position is responsible for the development and direct sale of treasury management products ... will support business development activities of CNB line units and develop sales strategies to aggressively increase the sale and use of treasury management… more
- Principal Financial Group (Austin, TX)
- **What You'll Do** We are seeking a ** Sales Desk Consultant ** for our Business Owners Solutions and NQ Distribution - Internal Sales team. This is a great ... opportunity to deliver outstanding sales support in our Life and Disability areas. Your...90 days of employment. + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (SIE, FINRA Series… more
- City National Bank (New York, NY)
- *TECHNICAL SALES CONSULTANT - LIQUIDITY/FX TREASURY MANAGEMENT * *WHAT IS THE OPPORTUNITY?* This position focuses on supporting the sale and implementation of US ... *What you will do* * Partner with Treasury Management sales colleagues to obtain new domestic USD and Foreign...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los… more
- CBRE (Columbus, OH)
- …a candidate's education, training, and experience. The minimum salary for the Sr. Sales Consultant position is $165,000 annually and the maximum salary for ... of a global leader in commercial real estate and investment services that help businesses and people thrive. We...the Sr. Sales Consultant position is $185,000 annually. The… more
- Manulife (Boston, MA)
- The Internal Sales Consultant works as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors ... + Establish and maintain relationships with Financial Advisors and Registered Investment Advisors. + Partner with a Regional Vice President in the… more
- PNC (Vienna, VA)
- …have an opportunity to contribute to the company's success. As a Financial Sales Consultant , you will be within PNC's Organizational Financial Wellness ... money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an...establishing connections between clients and PNC partners (ie. PNC Investment , PNC Mortgage, and other consumer loan solutions) based… more