Investment Advisor
Investment Advisor
The Investment Advisor will serve at the primary point of contact for a designated set of existing clients.
Act as a fiduciary for the client at all times, lead all financial planning and review meetings for your assigned clients, develop and maintain financial software planning and investment tools, communicate with clients via in office meetings, review client tax and estate planning documents, handle client request and questions, serve as an Ambassador for the local community by attending network meetings and seminars
CFP a plus
Experience with MoneyGuide Pro, CRM, Morningstar a plus
Strong comp package and a full suite of benefits.
Financial Solutions Advisor Registration Candidate - Consumer Investments - Hilltop Plaza Financial Center
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien...
Financial Solutions Advisor - Consumer Investments - Chesapeake Market
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...
Associate General Counsel, Broker-Dealer/Investment Advisor Group
This position is primarily responsible for working with the Vice President, Broker-Dealer/Investment Adviser Group, to develop and direct OGC’s program with respect to regulatory matters requiring specialized expertise in the regulation of broker-dealer/investment advisers (BD/IAs), including render...
Financial Advisor – PNC Investments
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child...
Financial Solutions Advisor Registration Candidate - Consumer Investments - Padonia Financial Center
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clien...
Financial Advisor - PNC Investments
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child...
Investment Advisor III - Institutional Asset Management
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child...
Investment Advisor - Retirement and Wealth
Work closely with Senior Vice President – Investment Advisory Services to understand the investment philosophy and ensure that clients are provided with the best investment solutions. The Investment Advisor drives business results by developing and maintaining client relationships, understanding cli...
Financial Solutions Advisor Registration Candidate - Consumer Investments - Padonia Financial Center
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien...
Financial Solutions Advisor Registration Candidate - Consumer Investments - Hilltop Plaza Financial Center
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clien...