Financial Advisor
Financial Advisor Role Description: Responsible for developing and maintaining financial and investment relationship with High Net Worth individuals, while appropriately managing client assets and brokerage accounts. Provide advisory and execution capabilities to high net-worth individuals and families, private and public corporations as well as small to mid-sized institutional investors. Analyze prices for stocks, bonds and
This position will require / requires National Mortgage Licensing System and Registry (NMLS) registration under the terms of the Safe Act of 2008. As such, upon active employment with JP Morgan Chase, you will be required to either register via the NMLS registry or re-register and move your previous registration to JP Morgan Chase’s registration
Management was amazing and the office vibe was truly that of family. The hardest part of the job was when the agency I worked in merged with another MetLife Office and several people lost their jobs. An Experienced Financial Services Representative (EXP) is an individual or an entity that is entrusted with the task of
At First Citizens Bank, our values have been the basis of the way we’ve done business for more than a century: Integrity means focusing on the needs of each individual client. And it means providing sound financial advice based on the client’s needs, not ours. Our common-sense approach to doing business comes from our century
We offer exciting and challenging employment opportunities for professionals in a fast-paced, results-focused environment. In addition to Southern California locations, OneWest has operation centers in Austin, TX and Kalamazoo, MI. Qualifications: Two to five years experience working in financial service industry in business development capacity. Bachelor’s degree preferred, CFP, CFA, MBA preferred or in progress
This position will manage a team of individual contributors both functional and technical responsible for application support across multiple systems including PeopleSoft, Hyperion, and Oracle Business Intelligence. This position is for a strong Financial System Project Manager and Functional Manager. This position will provide project management for projects approved on the 3 year financial systems
The Principal Financial Group® is growing and is looking for achievement-driven professionals who want to give and receive more value from their career. As a Financial Representative, you will work with clients to strategically map out their goals and develop a financial strategy to help them achieve what matters most. We need leaders who want
Position Summary: As a member of our dynamic team, you will partner with educators, healthcare professionals, and/or government officials to assist them with planning for their retirement. You will have the opportunity to truly make a difference in your clients’ future by conducting financial plans and suggesting products that are best suited to fit their
AXA is the holding company for an international financial services group focused on financial protection. AXA is the holding company of the AXA Group. It operates through five business segments: Life & Savings, Property & Casualty, International Insurance, Asset Management and Banking. The Life & Savings segment offers a range of life and savings products,
Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. Seeking Investment Advisor in Aon – Charlotte, NC. We advise, design and execute a wide range of solutions that enable clients to cultivate talent to drive organizational and personal performance and growth, navigate retirement risk while providing