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Investment Advisor-institutional Sales Jobs

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  • 3.0
    Generations Federal Credit Union – San Antonio, TX
    2 days ago 2d
    Generations Investment Group is seeking a Licensed Financial Advisor to provide holistic planning and high quality investment services… paralleled in other financial institutions. As financial advocates for our members, our financial advisors provide member/clients a…
  • 4.5
    Washington State Employees Credit Union – Pullman, WA
    3 days ago 3d
    Financial Advisor do? Provides members with advice and services regarding their personal financial planning and investment needs.… business Experience offering securities products in a financial institution What do we mean by ‘We’re All In’? Together, we can…
  • 3.6
    BECU – Tukwila, WA
    Est. Salary $34k-$47k
    9 days ago 9d
    and investment advice, establish investment accounts, and take unsolicited orders and place these when Financial Advisor is not… administrative and operational sales support to the Financial Advisors. • Act as a back up to Financial Advisor to communicate financial…
  • 3.0
    ICMA RC – Washington, DC
    17 days ago 17d
    contribution institutional sales experience, including experience selling TDF’s and CIT’s to consultants, retirement plan advisors and… position ICMA-RC and its investment capabilities • Effectively develop and maintain an institutional sales process and pipeline,…
  • InsiderJobBoard.com – San Antonio, TX
    2 days ago 2d
    Generations Investment Group is seeking a Licensed Financial Advisor to provide holistic planning and high quality investment services… paralleled in other financial institutions. As financial advocates for our members, our financial advisors provide member/clients a…
  • 4.5
    CPS (cps4jobs.com) – Boston, MA
    1 days ago 22hr
    FINANCIAL ADVISOR (Retirement Plans) 3+ years of experience, working in brokerage, investment advisor… services industry. MUST have DIRECT SALES experience. Command board rooms/investment committee members etc. Experience…
  • 4.0
    Arlington Community FCU – Falls Church, VA
    11 days ago 11d
    no other financial institution you've seen before. ACFCU is currently seeking a Member Relationship Advisor to join our branch… estate and investment services department. What You’ll Bring A strong passion to work with members Previous sales and customer…
  • 3.3
    MassMutual Financial Group – Enfield, CT
    15 days ago 15d
    Provide investment and economic expertise to plan sponsors and advisors. Due Diligence & Research Prepare investment research… retirement clients and advisors. Interpret and explain fund, market and economic data to institutional customers, including chief…
  • 3.3
    Grow Financial – Tampa, FL
    17 days ago 17d
    Financial Advisors in Tampa, FL and surrounding areas! Our Financial Advisors work in tandem with the financial institution to provide… union members.As a Financial Advisor, you become part of the credit union environment providing investment services to members and…
  • 3.1
    Vanguard – Malvern, PA
    1 days ago 12hr
    identify Vanguard investment products, services, and thought leadership to meet client needs; coordinates investment reviews and other… Maintains thorough knowledge of investments, the retirement landscape, regulatory issues relating to investment management, relevant retirement…
  • 3.3
    OppenheimerFunds – New York, NY
    EASY APPLY
    16 days ago 16d
    innovative investment ideas and a world-class experience for the individuals, institutions and financial advisors we serve. Our… relationship-building sales calls by telephone, with financial advisors and other licensed professionals Develop and execute sales plan strategies…
  • 3.2
    The PFM Group – San Francisco, CA
    3 days ago 3d
    Program (CAMP) is a local government investment pool served by PFM as Investment Advisor in California. This is a senior position… understanding of the institutional investment market and experience working in or with public sector and other institutional investors.…
  • 3.6
    Softchoice Corporation – Seattle, WA
    4 days ago 4d
    matches with our current needs, one of our friendly Talent Advisors will give you a call. About Softchoice: Softchoice is… recognized as a Best Workplace in Canada by the Great Place to Work Institute for 12 consecutive years Softchoice certified as a Great…
  • 3.4
    Bank of America – New York, NY
    Est. Salary $27k-$44k
    Today 10hr
    support to Alternative Investment Specialists as well as Financial Advisors on suite of Alternative Investment products in order to… with advisors and leaders to assess effectiveness of initiatives Enterprise Role Overview: The Alternative Investment Sales…
  • 3.7
    RBC – Minneapolis, MN
    Est. Salary $72k-$112k
    1 days ago 12hr
    designed to increase sales, productivity and field efficiencies. Serve in an advanced support role for advisors and various business… to ensure compliance with regulators, competitiveness, and advisor satisfaction. Manage the review of new product offerings…
  • 3.2
    Fiserv – Warren, NJ
    Est. Salary $148k-$190k
    1 days ago 13hr
    and financial advisors providing connectivity, scalability and support for the managed accounts and investment management industry… President and Chief Executive Officer About our Business: The Investment Services business at Fiserv provides integrated technology…
  • 3.9
    Bank of Hawaii – Honolulu, HI
    19 days ago 19d
    and procedures related to IRA and investment agency accounts. Works closely with Wealth Advisors and Administrators to ensure that… service and support for Wealth Advisor and overall Team as a unit to meet servicing and sales objectives such as calling activities…
  • 3.6
    Franklin Templeton Investments – New York, NY
    23 days ago 23d
    attorney position focusing on investment management matters for our trust company and institutional lines of business. Based in… and institutional clients of the Fiduciary Trust Company International business (including its trust company and investment advisor…
  • 3.6
    Softchoice Corporation – Chicago, IL
    Est. Salary $33k-$49k
    11 days ago 11d
    matches with our current needs, one of our friendly Talent Advisors will give you a call. About Softchoice: Softchoice is… recognized as a Best Workplace in Canada by the Great Place to Work Institute for 12 consecutive years Softchoice certified as a Great…
  • 3.0
    SunTrust – Atlanta, GA
    Est. Salary $44k-$82k
    1 days ago 13hr
    Additional responsibilities include assisting with support of all advisors and all principal managers that may be dually registered with… minimum of 7 years of industry experience in a financial institution with emphasis in operations, supervision or administration…
  • 3.6
    JPMorgan Chase & Co – San Francisco, CA
    13 days ago 13d
    assignments 7+ years sales, preferably with institutional clients and investment management, and with proven sales leadership Sustained… landscape Deep knowledge of the Investments, preferably alternatives, pension finance, investments, fixed-income markets, equities…
  • 3.3
    Citibank – Miami, FL
    1 days ago 12hr
    capabilities. Lead investments discussion in weekly sales meetings with Financial Advisors teams and bring investment ideas relevant… Job Description: Partner with Financial Advisors to develop investment strategies for high net worth clients of IPB (International…
  • WrapManager, Inc. – San Francisco, CA
    EASY APPLY
    4 days ago 4d
    will give you a meaningful competitive advantage. Our Investment Advisors will both manage existing clients and work to gain the… between an advisor and her/his client. That’s why our firm blends the best of human empathy, a wise, capable and trusted advisor, with…
  • 3.5
    Citi – Miami, FL
    1 days ago 12hr
    capabilities. Lead investments discussion in weekly sales meetings with Financial Advisors teams and bring investment ideas relevant… Job Description: Partner with Financial Advisors to develop investment strategies for high net worth clients of IPB (International…
  • 3.6
    BECU – Spokane, WA
    8 days ago 8d
    experience as a financial or investment advisor required. Experience in a financial institution preferred. • Series 7 plus 63… The Financial Advisor III will provide financial planning services and when appropriate recommend investment or insurance products…
  • 3.3
    PNC – Bloomington, IL
    11 days ago 11d
    Position Overview As an Investment Advisor Senior (Client Advisor) within PNC's Institutional Asset Management organization,… of contact for all Institutional clients in the Central IL region, providing investment over-site, investment management and asset…
  • 2.6
    Investment Professionals – San Antonio, TX
    Est. Salary $32k-$56k
    2 days ago 2d
    cultures of each financial institution and develop best practices for qualified and experienced financial advisor & financial consultant… present with IPI’s financial institution partners, and promote employment with IPI’s financial institution partners Partners with…
  • 3.7
    The Mutual Fund Store – Avon, OH
    24 days ago 24d
    CRM, Schwab Institutional, MoneyGuidePro, Portfolio Center, Tamarac, and Morningstar What can an advisor expect from… a part of our nations largest independent registered investment advisor! The Mutual Fund Store, now a part of Financial Engines…
  • 3.9
    The Federal Home Loan Bank of Chicago – Chicago, IL
    19 days ago 19d
    Housing Finance Agency, has more than 7,200 members. The Institutional Sales Director will primarily be responsible for client business… relationships with new clients. Acts as consultant and trusted advisor to client contacts - negotiating credit arrangements, promoting…
  • 3.6
    William Blair – Chicago, IL
    8 days ago 8d
    as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused… Blair." About the Team: William Blair Investment Management’s institutional business development team is responsible for…
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