- Sands Investment Group (Mount Pleasant, SC)
- …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
- Fifth Third Bank, NA (Louisville, KY)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor LOCATION -- Louisville, Kentucky 40202 Fifth Third ... prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible and accountable for… more
- PNC (Fort Wayne, IN)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, ... preferred. In this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… 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 ... with business discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you ... the manager's discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line… more
- M&T Bank (Los Angeles, CA)
- …goals of clients and IST recommendations. **Primary Responsibilities:** + Support assigned Investment Advisor (s) in preparing for client meetings and providing ... advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews. + Develop and maintain a working knowledge of… more
- Santander US (Miami, FL)
- …AIS accounts as well as the growth of new accounts. The Senior Advisor AIS proactively provides tactical investment ideas to professional clients based on ... business development opportunities and acts as primary resource for investment communication. The Senior Advisor ...business opportunities and promote the development of the Active Investment Services through marketing to sales force… more
- City National Bank (San Francisco, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The... related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 ... 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)
- …part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor , you will work directly with referral partners, and prospective ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over...that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced… more