Tag: Advisor

  • RA- Mutual Fund Trader – Advisor Group – New York, NY

    Platform
    • Quality control manual trades and corrections processed by traders
    • Acknowledgement of Trade Reject/Market Timing Notifications
    • Prioritize…
    From American International Group – 26 May 2011 20:12:53 GMT
    job details
    – View all New York jobs

    View full post on Trader Jobs | Indeed.com

  • Mandarin Speaking Investment Advisor, Highly Competitive – Switzerland, Zürich

    My client Is a leading Global Private Bank and is looking to recruit a Mandarin speaking Investment Advisor to work within their Asian team. In… My client Is a leading Global Private Bank and is looking to recruit a Mandarin speaking Investment Advisor to work within their Asian team. In this position you will work closely with relationship managers to provide investment advice both …

    View full post on exec-appointments.com: Trading Jobs

  • Mandarin Speaking Investment Advisor, Highly Competitive Salary – Zürich, Switzerland

    My client Is a leading Global Private Bank and is looking to recruit a Mandarin speaking Investment Advisor to work within their Asian team. In this position you will work closely with relationship managers to provide investment advice both internally and directly to UHNW & HNW clients. You will be responsible for advising and managing the mandarin segment of the Asian desk, so fluency in …

    View full post on exec-appointments.com: Trading Jobs

  • Russian Investment Advisor, Highly Competitive – Switzerland, Zürich

    My client Is a leading European private bank and is looking to recruit a senior investment advisor in a role. In this position you will work closely with relationship managers within the bank to provide investment advice both internally and directly to HNW clients. Your client coverage will be within the Russian segment, so fluency in Russian is essential. You will also play an integral role …

    View full post on exec-appointments.com: Trading Jobs

  • Junior Retail Bond Trader – Advisor Group – New York, NY

    The main responsibilities of a taxable trader will be to:

    – Trade fixed income securities including municipals, corporate bonds, treasuries, agency and…
    From American International Group – 25 Feb 2011 04:00:40 GMT
    job details
    – View all New York jobs

    View full post on Trader Jobs | Indeed.com

  • Financial Advisor & Trainees

    Apply for Job Here

    We are looking for a wide range of financial advisors. Equity, Insurance, Commodities, Financial planning, Estate Planning. I represent several Investment firms who are aggressively looking to expand. It is nationwide. Willing to give aggressive payouts. For people with books of business potentially a signing bonus. Willing to give all support that is necessary.

    Seeking outgoing, motivated individuals dedicated to serving the financial needs of families, and individuals.

    Full service, independent, brokerage firm, that offers a full range of products and services with the highest level of customer service.

    We have experienced a tremendous level of growth throughout our company. We have over 150 locations throughout the world.

    Must be motivated, Goal Oriented and Confident with Strong Communication Skills.

    Comprehensive Paid Training

    We will sponsor for all securities and insurance licenses.

    Requirements

    Education and Experience:

    * 1-3 years Business-to-Business telesales experience preferred (not required)
    * Degree in Business and or Economics preferred (not required)
    * Must be a self-starter who enjoys a fast-paced atmosphere
    * Strong interpersonal skills
    * Demonstrate assertiveness and persuasiveness
    * Exceptional conversational skills
    * Ability to work independently
    * Professional business attitude
    * Bonuses and Incentives

    Keywords: portfolio, investment advisor, financial planner, certified financial planner, investment counselor, financial consultant, finance, sales, marketing, banking, investment, broker, securities, trading, trader, stock, bond, stock broker, business, telesales, business opportunity, sell, stock broker trainee, broker trainee, financial advisor, financial planning, series 7, series 63, sales, business to business sales, telesales, finanical sales, financial, banking, securities, bonds, stock exchange, stockbroker, telemarketing, stockbroker

    Apply for Job Here

    Subscribe to Trading Jobs by Email
    Find the latest Trading Jobs here

    View full post on Trading Jobs

  • Senior Investment Advisor, Highly Competitive – London, U.K.

    My client is a leading wealth management boutique working out of London, and is looking to hire a senior investment advisor/financial advisor. My client is a leading wealth management boutique working out of London, and is looking to hire a senior investment advisor/financial advisor.
    A successful candidate will be responsible for working closely with Relationship Managers, providing …

    View full post on exec-appointments.com: Trading Jobs

  • Financial Services Tax Advisor – London, £50k – £55k – City of London, United Kingdom

    This FTSE 100 Financial Services business has a current vacancy for a UK Tax Advisor in its London based tax team. Initially focused on UK corporate tax compliance, it is anticipated that the role will develop within a relatively short period to manage all aspects of UK taxes for the group. The group has recently completed a major acquisition and this role will also assist in the integration …

    View full post on exec-appointments.com: Trading Jobs

  • Risk Advisor – Banking, Competitive – England, Canary Wharf

    Banking Risk Advisor positions within KPMG’s Risk Advisory Practice, this incorporates all areas including Corporate, Investment and Retail Banking.

    Financial Risk Management (FRM) is an integrated… Banking Risk Advisor positions within KPMG’s Risk Advisory Practice, this incorporates all areas including Corporate, Investment and Retail Banking.

    Financial Risk Management (FRM) is an …

    View full post on exec-appointments.com: Trading Jobs

  • Finanical Advisor – Investment Advisor – RIA – CFP – Series 7 63

    Apply for Job Here

    This position is open as of 7/3/2010.

    Financial Advisor – Investment Advisor – RIA – Financial Planner – Series 7 – Series 63 – CFP – Certified Financial Planner – Pre-Retirement – Post-Retirement – Stocks – Preferred Stocks – Mutual Funds – Taxable Bonds – Tax-free Bonds – Insurance – Annuities – Separate Account Management – CD’s – UIT’s – ETF’s – Trust Management

    Financial Planner – Investment Advisor

    Are you a great Financial Planner / Investment Advisor who is tired of large firm politics and low payouts? Do you also happen to have a transferable book of business (and 12-months trailing revenue of at least $200k), plus your Series 7 and 63 licenses? If so… Please Read On!

    We are a full service independent financial advisory firm, looking for some All-Star caliber Financial Advisors to join our team in the greater Chicago area!

    What you need:

    • At least 3-years of financial planning and/or investment sales experience, preferably in Stocks, Preferred Stocks, Mutual Funds, Taxable Bonds, Tax-free Bonds, Insurance, Annuities, Separate Account Management, CD’s, UIT’s, ETF’s, and Trust Management
    • Minimum level of production of $200K in trailing twelve months, and the ability to transition a high percentage of your clients to a new firm
    • Series 7 and 63 Licenses

    A big plus:

    • CFA designation
    • Pre-retirement / Post-retirement experience
    • Experience with any of the following:
    -Reg D Private Placements
    -Structured Settlements
    -Small Company Investment Banking
    -Public Company Single Stock Planning

    What’s in it for you:

    • Financial Advisors have all of the tools offered by the wirehouses, without the red tape associated with large organizations.
    • High Payout – one of the highest in the full service brokerage business. (Note:
    this position provides straight revenue sharing compensation with assistance during the initial three-month transition period based on your trailing revenue.)
    • Performance-based bonuses.
    • Freedom – No proprietary product pushing. You choose what is best for your clients.
    • Full Range of Products – Everything you need to service your book.
    • Full Benefits – 401k, Health, Dental, etc.

    So, if you’re a great Financial Planner / Investment Advisor who is tired of large firm politics and low payouts, and you also happen to have a transferable book of business (and 12-months trailing revenue of at least $200k), plus your Series 7 and 63 licenses… Please Apply Today!

    Required Skills
    Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds

    If you are a good fit for the Financial Advisor – Investment Advisor – RIA – CFP – Series 7 63 position, and have a background that includes:

    Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds and you are interested in working the following job types:

    Sales, Business Development, Marketing

    Within the following industries:

    Securities, Sales – Marketing, Banking – Financial Services

    Our privacy policy: Your resume and information will be kept completely confidential.

    Looking forward to receiving your resume through our website and going over the job in more detail with you!
    Requirements Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds

    Apply for Job Here

    Subscribe to Trading Jobs by Email
    Find the latest Trading Jobs

    View full post on Trading Jobs