Branch Financial Sales Consultant Jobs in Exton, PA | Glassdoor
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Branch Financial Sales Consultant Jobs in Exton, PA

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  • 3.6
    Citadel Federal Credit Union – Thorndale, PA
    Est. Salary $34k-$46k
    NEW
    alongside our Financial Service Representatives to ensure members leave the branch feeling confident in their financial well-being… Downingtown, South Coatesville, Oxford, Parkesburg, and Lancaster branches What's in it for you? Comprehensive Benefits…
  • 3.1
    CITIZENS BANK – West Chester, PA
    Est. Salary $35k-$50k
    12 days ago 12d
    breaking down quarterly goals to weekly sales goals for branchsales staff. Assistant Branch Managers lead by example with meeting… monitoring of team sales results. Partner with the Branch Manager to promote mentor and coach staff to achieve sales success. Assist…
  • 3.8
    Fidelity Investments – Wilmington, DE
    5 days ago 5d
    natural sales-person. Come join a team that will value your contribution and invest in your future. Our FinancialConsultant Program… Program outlines the path to becoming a FinancialConsultant in as little as five years and provides you with comprehensive training…
  • 2.8
    Santander Bank – Folsom, PA
    26 days ago 26d
    achieve sales results and long term client satisfaction. Position Duties: Achieve and exceed both individual and branch related… products. When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit…
  • 3.6
    Citadel Federal Credit Union – Thorndale, PA
    Est. Salary $34k-$46k
    7 days ago 7d
    alongside our Financial Service Representatives to ensure members leave the branch feeling confident in their financial well-being… advanced product knowledge and perform complex financial transactions. As a Senior Financial Service Representative, you will work one-on-one…
  • 3.7
    Edward Jones – West Chester, PA
    12 days ago 12d
    representative, branch manager, broker or certified financial planner (CFP), your experience could translate well to the financial advisor… financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment…
  • 3.5
    BB&T – King of Prussia, PA
    Est. Salary $45k-$70k
    NEW
    products. Through execution of the ConsultativeSales and Service process, ensure all branch personnel proactively and aggressively… Responsible for execution of BB&T's sales process within branch through BB&T supported sales processes and other Community Bank initiatives…
  • 3.7
    Edward Jones – West Chester, PA
    Est. Salary $40k-$61k
    28 days ago 28d
    representative, branch manager, broker or certified financial planner (CFP), your experience could translate well to the financial advisor… financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment…
  • 3.2
    Waddell & Reed Financial, Inc – King of Prussia, PA
    Est. Salary $41k-$63k
    23 days ago 23d
    Complex, Branch Managers may specialize in one or more areas such as Advisor Acquisition or Practice Development Consulting.… operations and project management of assigned branch office(s) Provide sales support, help/conduct/monitor CRT classes, FOCUS…
  • 3.2
    M&T Bank – Wilmington, DE
    4 days ago 4d
    experienced FinancialConsultant. The incumbent must be knowledgeable in all facets of securities and insurance in a bank branch environment… Follow up on sales calls to maintain continued relationships. Consult with experienced Senior FinancialConsultant as necessary…
  • 3.7
    Edward Jones – West Chester, PA
    28 days ago 28d
    representative, branch manager, broker or certified financial planner (CFP), your experience could translate well to the financial advisor… financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment…
  • 3.6
    Citadel Federal Credit Union – Paoli, PA
    Est. Salary $29k-$40k
    7 days ago 7d
    Requisition Number 17-0079 Post Date 7/17/2017 Title Financial Service Representative City Paoli State PA Description… Join us, and let's grow together. Overview: Citadel's Financial Service Representatives are on the front line in our retail…
  • 3.2
    M&T Bank – Wilmington, DE
    9 days ago 9d
    looking for a strong, licensed sales professional who is interested in working with a territory of branches within M&T Securities. As… training of investment products with assigned branches. Follow up on sales calls to develop and grow relationships. Minimum…
  • 3.8
    AXA Advisors – Bala Cynwyd, PA
    4 days ago 4d
    More than 5,000 financial professionals in branch and district offices around the U.S. A Financial Planning Center and… work toward achieving long-term financial success. Our financialconsultants and financial professionals have a presence in…
  • 3.1
    Citizens Bank – Ardmore, PA
    12 days ago 12d
    circumstances. The FinancialConsultant strives to meet and exceed identified sales goals. The FinancialConsultant will proactively… relationships with branch personnel in an assigned territory. We will ask that you also provide coaching and sales support to Branch personnel…
  • 3.5
    Wells Fargo – Hockessin, DE
    13 days ago 13d
    Required Qualifications 1+ year of sales experience in financial services, outside sales experience, or a combination of both… personal and financial goals through homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This…
  • 3.4
    CUSO Financial Services – King of Prussia, PA
    11 days ago 11d
    Chartered FinancialConsultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance… Representative, Advisor, Adviser, Certified Financial Planner, CFP, FinancialConsultant, Investment Manager, Investment services,…
  • 2.8
    Santander Bank – Media, PA
    6 days ago 6d
    licensed, you will work in strong partnership with our FinancialConsultants, deepening relationships with our customers and gaining… conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach.…
  • Augusta Consulting Group – Conshohocken, PA
    Est. Salary $39k-$69k
    23 days ago 23d
    is looking for a Branch Manager for the energy industry. This position will report to the Director of Sales, and requires previous… and our financial metrics Keep current with the competitor activities and industry changes that affect product sales in…
  • 3.2
    M&T Bank – Wilmington, DE
    30+ days ago 30d+
    products with assigned branches. Follow up on sales calls to maintain continued relationships. Consult with experienced Senior… Senior FinancialConsultant as necessary. Coordinate promotions, communications and training of investment products with…
  • 3.5
    AXA – Bala Cynwyd, PA
    17 days ago 17d
    More than 5,000 financial professionals in branch and district offices around the U.S. A Financial Planning Center and… work toward achieving long-term financial success. Our financialconsultants and financial professionals have a presence in…
  • 3.5
    CMG Financial – Philadelphia, PA
    NEW
    and develops Mortgage Consultants within their branch. Monitors/reviews performance of Mortgage Consultants to ensure production… disadvantages of different financial products to determine the best option for each customerÕs financial situation. Set proper customer…
  • 3.8
    RBC – Philadelphia, PA
    20 days ago 20d
    license In-depth knowledge of the financial services industry and branch office/financial advisor responsibilities Experience… provide expert product knowledge and consultation in addition to serving as the primary external Sales and Marketing support for insurance…
  • 3.3
    Weichert Workforce Mobility – Philadelphia, PA
    Est. Salary $27k-$44k
    NEW
    success of their sales associates. Management and Leadership:· Leads all residential sales activities within a branch office.· Promotes… mortgage, insurance and title. · Accountability for achieving branch office production and performance goals.· Provides coaching…
  • 3.0
    AXA Equitable – Philadelphia, PA
    10 days ago 10d
    their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across… and others in the industry, including CFP®, Chartered FinancialConsultant and Chartered Life Underwriter. Requirements:…
  • 3.8
    AXA Advisors – Philadelphia, PA
    26 days ago 26d
    their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across… and others in the industry, including CFP®, Chartered FinancialConsultant and Chartered Life Underwriter. Requirements:…
  • 3.4
    First Niagara Bank – Harleysville, PA
    25 days ago 25d
    Utilizing a consultativesales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions… with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. ESSENTIAL…
  • 3.3
    KeyBank – Harleysville, PA
    17 days ago 17d
    Utilizing a consultativesales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions… with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. ESSENTIAL…
  • 2.9
    Lendmark Financial Services – Upper Darby, PA
    23 days ago 23d
    consolidation loans, and merchant retail sales financing services. Lendmark operates over 319 branch locations throughout Georgia, Tennessee… maintain records and balances and closing of the branch. Actively market all branch products and services to individuals. Perform…
  • 3.0
    AXA Equitable – Bala Cynwyd, PA
    28 days ago 28d
    More than 5,000 financial professionals in branch and district offices around the U.S. A Financial Planning Center and… work toward achieving long-term financial success. Our financialconsultants and financial professionals have a presence in…
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