- Atria Wealth Solutions (Vancouver, WA)
- …Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment … more
- Umpqua Bank (Bellevue, WA)
- …as an investment executive, financial advisor , certified financial planner, investment advisor Representative , or wealth manager. + Strong marketing ... Senior Wealth Advisor Wealth Management Portland, Oregon Boise, Idaho Bellevue,...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Principal Financial Group (Des Moines, IA)
- …Series 7, 24, 65 and/or 66 as required by applicable state law to become Investment Advisor Representative (IAR) with Principal Securities, Inc.'s RIA. + ... High level of understanding of the investment advisor environment + IACCP designation desired + Independent RIA (hybrid model) experience desired + Envestnet… more
- Fifth Third Bank, NA (Louisville, KY)
- …Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor LOCATION -- Louisville, Kentucky 40202 Fifth Third Bank, National ... and providing ongoing book support in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform with… more
- Navy Federal Credit Union (San Diego, CA)
- …products and services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- Truist (Germantown, TN)
- …as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and ... investment needs. Advises clients and prospective clients with a...bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Truist (Orlando, FL)
- …NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, ... Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients...documentation on client activities. 4. Assist clients with completing investment forms, transferring funds, and completing distributions. 5. Answer… more
- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… 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 ... 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
- Atria Wealth Solutions (Sandusky, MI)
- …through SPF (Member FINRA/SIPC). SPF (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable, 25-year track record of serving the ... (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services...quarterly and/or yearly depending on client needs established by Representative . + Remain visible to the appropriate segments of… more