- NBT Bank (Burlington, VT)
- …Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + ... $60,450 - $520,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- PNC (Erie, PA)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based ... in one of PNC Bank's Northeast PA offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of business of 80-90 … more
- HUB International (Scottsdale, AZ)
- As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their ... retirement savings needs, financial objectives, investment risk tolerance and recommend an appropriate strategy. You...strategy. You will be appointed as a wealth management advisor to an existing book of individual clients and… more
- JPMorgan Chase (New York, NY)
- …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...and skills** + A valid and active Series 7 license is required or may be obtained within a… more
- PNC (Washington, DC)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based ... position. **Job Description** + Supports the management of accounts in accordance with investment objectives that have been developed with the client. + Supports the… more
- Fifth Third Bank, NA (Chicago, IL)
- …sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive (Financial Advisor ) West Loop - Chicago At Fifth ... assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with… more
- Raymond James Financial, Inc. (Denver, CO)
- …Duties and Responsibilities:** + Monitors the sales practices, fiduciary and investment advisory activities of advisors and branch managers through the use ... of experience, education, and/or training. **Licenses/Certifications:** + Appropriate series license (s) for assigned functional area preferred or the ability to… more
- KeyBank (Redmond, WA)
- …Washington 98052-4453 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- KeyBank (Corry, PA)
- …Columbus Avenue - Corry, Pennsylvania 16407 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- Commerce Bank (St. Louis, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services....$57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment ... through non-depository investments, insurance and/or credit union products. + Sells investment and insurance products to member-owners. + Services investment … more
- JPMorgan Chase (Wheaton, 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 Select Growth Advisor to a Private Client Advisor in… more
- JPMorgan Chase (Oak Brook, 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
- Edward Jones (San Diego, CA)
- …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
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- JPMorgan Chase (Mattapan, MA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Financial/Wealth Advisor Canandaigua National Bank Location: Syracuse, NY market What does a Financial/Wealth Advisor do? A Financial Advisor at Canandaigua ... with clients to develop individually tailored financial plans comprised of personalized investment products and services. In this role, you will provide ongoing… more
- KeyBank (Moses Lake, WA)
- …wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass ... Washington **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...Affluent clients by providing investment solutions to new and existing clients while identifying… more
- Navy Federal Credit Union (Waldorf, MD)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more