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Senior Financial Sales Advisor Jobs

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  • 3.7
    First International Bank & Trust – Bismarck, ND
    1 days ago 19hr
    consolidated statements for client reviews and work with senior advisors to identify sales opportunities and solutions prior to the appointment… pertinent paperwork. If the account is a joint account or a senior advisors account, determine a new account service strategy to insure…
  • 4.6
    Worden Capital – Rockville Centre, NY
    EASY APPLY
    Est. Salary $30k-$43k
    8 days ago 8d
    positions: -Financial Services Representative -Financial Advisor -Stock Broker Trainee -Syndicate Sales Representative… needed to pass exams. -Extra help/tutoring. -Sales training with experienced senior brokers to jump start your career. -Complimentary…
  • 3.6
    Dell – China, ME
    7 days ago 7d
    including preparation of business case, offering recommendations to Senior Management for their approval · Ensure appropriate business… competencies in the followings:- · Strong commercial and financial acumen · Good analytical skills with a proven ability to…
  • 3.3
    Comerica – Boca Raton, FL
    4 days ago 4d
    Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor is responsible for contributing to the overall… specialists throughout the process; and keeping the sales process, specialists and advisors on target and on schedule. * Attract new customers…
  • Kestra Financial Independent Advisor – Albuquerque, NM
    12 days ago 12d
    assigned client meetings Works collaboratively with Senior Wealth Advisor Follow through on client meeting tasks Participates… continued growth, we are actively recruiting an Associate Wealth Advisor to service an existing set of clients. The person who earns…
  • 3.1
    BBVA Compass – San Antonio, TX
    Est. Salary $23k-$45k
    Today 9hr
    training activities are successfully completed. The Financial Service Advisors at BBVA Compass help people build a better future.… proactive sales experience preferred for FSA. (Two years required for Senior FSA and three years required for Senior FSA II.)…
  • 3.5
    TIAA – San Antonio, TX
    3 days ago 3d
    . Our Associates also partner with a senior Wealth Management Advisor or multiple Advisors to further develop their product knowledge… process in the absence of the client's Wealth Management Advisor/Senior Advisor Proactively communicate with clients and follows…
  • 3.2
    SmartDog Services – United States
    Est. Salary $104k-$189k
    5 days ago 5d
    conducting pre-sales activities, providing estimates for financial projects and leading EBS Financial & /or Cloud Financial project assessments… E-Business Suite, we work closely with our clients as a trusted advisor to identify and deliver a broad array of cost-effective Oracle…
  • ProEnlist – White Plains, NY
    EASY APPLY
    Today 9hr
    require financial services and products to meet their needs. As the primary point of contact and key financial advisor for the… for the relationship within the bank, and acts as a trusted advisor for their relationships. The RM develops the overall relationship…
  • 3.4
    Futurity First Insurance Group – Oklahoma City, OK
    Est. Salary $47k-$76k
    Today 8hr
    Experienced Financial Advisor who also has a book of business including Life, Annuities, and LTC OR experienced Financial Advisor seeking… insurance and financial advisors. With branch offices in major markets across the United States, our community-advisors are empowered…
  • 3.4
    DWFritz Automation, Inc – Wilsonville, OR
    28 days ago 28d
    excellence. Direct financial strategy, planning and forecasts. Confer with owners, senior team members as trusted advisor. Provide partnership… person will play a key role with the senior team in developing and presenting sound financial decisions, based on data, while also…
  • 3.4
    Futurity First Insurance Group – Federal Way, WA
    8 days ago 8d
    insurance and financial advisors. With branch offices in major markets across the United States, our community-advisors are empowered… * Manager career path for advisors interested in pursuing a career in sales management. Advisor Responsibilities * Provides…
  • 3.7
    PwC – McLean, VA
    1 days ago 14hr
    system specialists, health policy analysts, actuaries, financial advisors, and data analysts. The Health Industries Advisory team… clients transform their sales, service and marketing capabilities. Typical engagements are a combination of sales transformation, service…
  • 3.5
    BBVA – Jacksonville, FL
    Est. Salary $30k-$58k
    12 days ago 12d
    while responding to daily client inquiries. - Financial Sales Advisor-Personal Banker- 8730 Baymeadows Road… proactive sales experience preferred for FSA. (Two years required for Senior FSA and three years required for Senior FSA II.)…
  • 3.6
    Dell – Round Rock, TX
    Est. Salary $85k-$128k
    1 days ago 17hr
    integration. Makes technical and sales presentations to customer's technical staff and senior management. Understands RSA and competitive… Leverages global resources when appropriate. Is seen as a “Trusted Advisor” with customer/partner stakeholders Engages in C-level customer…
  • 3.6
    Dell – Round Rock, TX
    5 days ago 5d
    to effectively interact with senior management and individuals with varying degrees of financial knowledge; Good planning and… technology company. The Senior Revenue Accountant must be able to collaboratively work with both revenue team, sales and business operation…
  • 3.5
    Amazon Web Services, Inc. – Seattle, WA
    Today 5hr
    demonstrate customer advisor impact and performance. · Support the evolution, integration, and implementation of sales systems/processes… Business Insights and Strategy Lead to partner with the Customer Advisor teams to assist in defining, landing and executing on our key…
  • 4.2
    BBVA Provincial – Jacksonville, FL
    Est. Salary $31k-$60k
    12 days ago 12d
    while responding to daily client inquiries. - Financial Sales Advisor-Personal Banker- 8730 Baymeadows Road… proactive sales experience preferred for FSA. (Two years required for Senior FSA and three years required for Senior FSA II.)…
  • 4.2
    SAP – Houston, TX
    1 days ago 16hr
    role in all major client transformations, acting as trusted advisor to our clients.  An established record in developing and… Engagement Work with Customer Stakeholders, Partners and Senior SAP Management to effectively manage and lead large, complex…
  • 3.7
    Raymond James Financial Inc. – United States
    1 days ago 16hr
    professional tax and legal advisors, current and prospective clients, and Financial Advisors. Prepares sales illustrations, seminar… Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch locations within…
  • 3.2
    AECOM – Close City, TX
    Est. Salary $131k-$197k
    Today 7hr
    and implements best practices. Acts as an advisor to clients and acts as an advisor to others on client expectations, project… delivery, technical practice and business units. Serves as top advisor on projects of large scope and complexity. People…
  • 2.9
    SunAmerica Affordable Housing Partners – Bradenton, FL
    4 days ago 4d
    Eagerness to learn the financial services industry and be mentored by a Senior Financial Advisor Minimum of 3 to 5 years… client’s employer-sponsored plan Partner with a Senior Financial Advisor within assigned territory when client requires planning…
  • 3.4
    Futurity First Insurance Group – Denver, CO
    Est. Salary $34k-$66k
    11 days ago 11d
    insurance and financial advisors. With branch offices in major markets across the United States, our community-advisors are empowered… Manager career path for advisors interested in pursuing a career in sales management. Advisor Responsibilities…
  • 3.1
    BBVA Compass – Lewisville, TX
    Est. Salary $22k-$44k
    Today 9hr
    training activities are successfully completed. The Financial Service Advisors at BBVA Compass help people build a better future.… proactive sales experience preferred for FSA. (Two years required for Senior FSA and three years required for Senior FSA II.)…
  • 4.5
    CPS (cps4jobs.com) – Boston, MA
    3 days ago 3d
    working in brokerage, investment advisor or financial services industry. MUST have DIRECT SALES experience. Command board rooms… Job Description FINANCIAL ADVISOR (Retirement Plans) Prospect, build and service mid-market…
  • 4.5
    CPS (cps4jobs.com) – Seattle, WA
    3 days ago 3d
    FINANCIAL ADVISOR (Retirement Plans) 3+ years of experience, working in brokerage, investment advisor or financial… Job Description FINANCIAL ADVISOR (Retirement Plans) Prospect, build and service mid-market retirement…
  • 2.9
    AIG – Bradenton, FL
    4 days ago 4d
    Eagerness to learn the financial services industry and be mentored by a Senior Financial Advisor Minimum of 3 to 5 years… client’s employer-sponsored plan Partner with a Senior Financial Advisor within assigned territory when client requires planning…
  • 3.6
    Dell – Round Rock, TX
    4 days ago 4d
    cross-functional groups and senior management. Ability to elicit cooperation from a wide variety of sources, including sales management, parent… experience and understanding of business operations/sales operations. Proven financial management and analytical skills. Ability to…
  • 3.3
    Dimensional Fund Advisors – Charlotte, NC
    Today 10hr
    of experience in the DC/Financial Services Industry. Existing relationships with wholesalers and advisors in the Eastern U.S. is… and certain retirement plan focused advisors. He/she will be responsible for all field sales-related activities in their East Coast…
  • Wescott Financial Advisory Group LLC – Philadelphia, PA
    13 days ago 13d
    experience in estate, tax and financial planning to join our practice as an Associate Financial Advisor. With a strong focus on developing… and marketing teams, the Associate Financial Advisor helps coordinate and deliver financial advisory and wealth management services…
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