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Experience: 2+ years of experience in financial related product sales, service, and advising. DIRECT REPORTSThis position may supervise the Financial Advisor Assistant, if assigned one.
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Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. History of success in sales, competitive roles, client services, or client-facing roles.
$80,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Whether you're new to the financial services industry and want to begin growing an office through our Agent Development Program, a seasoned pro looking to make a change, or want to work directly for a Farm Bureau agent as a Sales Associate, we have a starting point for you.
$75,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Financial Advisor (FA) will provide sound financial advice to clients by evaluating their financial condition, needs and future goals. Ensures regular and timely communication of important client, product, regulatory and other information among the sales team, area and regional sales management, branch staff, broker dealer and other internal and external contacts; ensures that communication channels are established and maintained so that important information is exchanged as needed.
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Requirements: 7+ years' experience working as an Investment Advisor/Financial Advisor or External Wholesaler or a similar role & a very strong track record of success in sales and bringing in new investment assets to the firm.
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As an Investment Financial Advisor within PNC Investments, you will be based in Fort Worth, TX. Centralized Financial Advisors manage an assigned book of business. FINRA series 7 & 66 (or combination of series 63 / 65) and Life, Health & Accident Insurance are required Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients.
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Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra-high net worth client segment.
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We are seeking an experienced and talented marketing professional to join our U.S. Global Wealth Management Marketing team as a Content Marketing Lead. This role is perfect for a marketing professional with a passion for content creation, writing, a deep understanding of investment products and financial markets, and knowledge of the U.S. retail and private wealth channels - an individual with the inspiring responsibility of creating the voice of our Financial Advisor experience.
$125,000 - $225,000 a yearExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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CAPTRUST is seeking a Wealth Management Sales Director to oversee and help lead sales efforts related to strategic referral partnerships and advisor development initiatives for the Wealth Advisor Group.
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A successful Sourcing and Engagement Specialist will have strong communication skills, be driven by relationship-based sales, and drive results across the Experienced Advisor Recruiting and Business Development team.
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Job Requirements: Minimum of 1 year of sales experience is required; 1 year of telesales experience is preferredOther examples of relative experience that may be considered are: financial planning, retention, debt collection, debt consolidation, business ownership, manager of financial P&L Interested in Uncapped Commissions.
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Build a client base and develop knowledge of Bankers Life financial products and market trends. Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
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A Wealth Management Professional will provide client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients.
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