Retail Financial Advisor Jobs

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AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based. We’re looking fo...
POSITION SUMMARY: The Investment Services Financial Consultant is responsible for offering non-FDIC insured retail investment products from HomeStreet Bank branches. Will advise customers of investment alternatives and recommend specific investments and services based upon customer suitability. Will coach and train HomeStreet retail branch staff on effective customer referral techniques and will ...
New York Life Boston, MA
Start a new search >> Save it Upload Resume About Us: New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating...
Position FinancialAnalyst Company Unreal Brands, Inc. Location Boston, Massachusetts Reports To CFO Website www.getunreal.com COMPANY BACKGROUND/CULTURE Unreal Brands is a privately held, next generation food company offering “better-for-you” confection alternatives which are all-natural, contain organic ingredients, focus on utilizing socially and environmentally sustainable sources, u...
Financial Advisor - Referral Based Selling Environment Job Label:HMAFA-SF-2 We are looking for motivated Financial Advisors to join our winning team, selling our on-plan asset management program with very little competition. Our Financial Advisors enjoy working in a referral based selling environment with limited cold calling, serving an untapped $4 trillion dollar market serving almost 60 mill...
About Prudential International Investment Advisors Prudential International Investment Advisers (PIIA), is an Investment Adviser registered with the SEC of the U.S.A, and is part of Prudential International Investments (PII). PII is the international investment management division of Prudential Financial (NYSE:PRU), a Fortune 500 company, which serves individual and institutional customers worldw...
Financial Professional AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-...
Our Organization’s Values Working at SEFCU means being part of something larger than yourself. At SEFCU you can expect more than a job; we offer a career experience where you can grow personally and professionally, while being an integral part of advancing our philosophy of Banking with a Purpose. At SEFCU, our team of professionals is the backbone of achieving our mission each day. Our innovati...
POSITION SUMMARY: The Investment Services Financial Consultant is responsible for offering non-FDIC insured retail investment products from HomeStreet Bank branches. Will advise customers of investment alternatives and recommend specific investments and services based upon customer suitability. Will coach and train HomeStreet retail branch staff on effective customer referral techniques and will ...
Job description New York Life is seeking bilingual professionals who want to build an insurance & financial business with the potential to earn a significant income, set their own pace and maintain a flexible schedule. Dedicated to serving the Latino community, we are looking for people fluent in English, Spanish, and Portuguese with a great drive to succeed, the passion to make a difference,...
AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based. We’re looking fo...
Financial Advisor Our client is a full-service community bank headquartered in North Carolina. As one of the largest community banks in the state, they serve businesses, professionals and consumers with a comprehensive range of financial services, including retail and commercial banking, private banking, wealth management and mortgage banking. The culture is very team oriented, client focused wit...
This is a regional bank that is looking to hire a Financial Advisor in their Pittsburgh market. This individual will be responsible for sales of investment and insurance products, meeting with clients to address their needs within an assigned territory, partner with bankers to make sure they have adequate training to be a referral source for this position, constant communication and partnership wi...
Citigroup Inc. NAM, NY
Brief Description of the Organization Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealt...
Description14032608 Qualifications Objective: Manage the investment relationship with affluent non-resident alien clients. Financial Advisor executes and fulfills trades referred to Fixed Income securities (Bonds, Structure Notes) as per client request. Execute and fulfills trades referred to Managed Products, consistent with Asset Allocation completed by the customer. Responsibilities: Advis...
CitiCorp Credit Services Inc. San Francisco, CA
Description Objective: Manage the investment relationship with affluent non-resident alien clients. Financial Advisor executes and fulfills trades referred to Fixed Income securities (Bonds, Structure Notes) as per client request. Execute and fulfills trades referred to Managed Products, consistent with Asset Allocation completed by the customer. Responsibilities: Advises, Executes, & Fulfills...
Compass Bancshares DALLAS, TX
Responsibilities Market retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management system (CRM) to manage customer cont...
Compass Bancshares FORT WORTH, TX
Responsibilities Market retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management system (CRM) to manage customer cont...
Compass Bancshares SAN JOAQUIN CO, CA
Responsibilities 1. Meet credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history and review of credit report. 2. Bachelor's degree or equivalent professional experience. 3. Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA and thre...
Compass Bancshares HOUSTON, TX
Responsibilities Market retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management system (CRM) to manage customer cont...

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Finance Career Tools

Retail Salesperson

Salaries

$14,560.00 - $41,600.00
Typical Salary for Retail Salesperson
(2127 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
33.2%
Some College Coursework Completed
32.2%
High School
17.6%
Associates
9.4%
Certification
2.7%
Master's
2.3%
(1748 Respondents)
Source: Monster.com Careerbenchmarking Tool

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