Top Sales Jobs

Build and manage a client book while providing comprehensive financial planning, investment advice, and insurance solutions. Develop lasting client relationships through personalized, goals-based guidance, client acquisition, partner referrals, and financial education. Help clients use digital banking and investment tools, demonstrate knowledge of financial markets, uphold fiduciary integrity, and support team and firm objectives.

Provides comprehensive financial planning and investment advice to individuals and families. Builds and manages a client book of business through acquisition, relationship management, personalized investment solutions, partner referrals, and goals-based planning. Educates clients on digital banking and investment tools, provides broader financial coaching, and maintains strong integrity, market knowledge, and customer service.

Provides comprehensive financial planning and investment advice to individuals and families. Builds and manages a client book of business through acquisition, relationship development, personalized investment solutions, partner referrals, and goals-based planning. Educates clients on digital investment tools, offers broader financial coaching, and maintains strong ethical, service-oriented relationships while supporting bank goals.

Provides comprehensive financial planning and investment advice to individuals and families, builds and manages a book of business, develops client relationships, delivers personalized investment solutions, and educates clients on digital banking and investment tools. Collaborates with bank partners, supports client financial goals beyond investments, and maintains strong integrity, business judgment, and customer service.

Provides comprehensive financial planning and investment advice to individuals and families. Builds and manages a client book of business through acquisition, relationship development, personalized investment solutions, partner referrals, financial coaching, and digital education. Requires strong knowledge of financial markets, client-focused judgment, integrity, and active securities and insurance licenses.

Provides client service, operational, marketing, and administrative support to Private Client Advisors. Responsibilities include account opening, money movement, investment trades, issue resolution, relationship and account reviews, performance reporting, lead generation, wealth-planning support, risk management, KYC procedures, compliance documentation, work prioritization, and deadline management.

Provide comprehensive financial planning and investment advice to individuals and families. Build and manage a book of business through client acquisition, relationship development, personalized investment solutions, partner referrals, and goals-based planning. Educate clients on financial technology and investment channels while maintaining strong integrity, market knowledge, and customer service.

Manages and grows a portfolio of 100–130 small-business clients, providing customized banking, deposit, cash management, lending, credit, and financial advisory solutions. Acquires new clients, develops relationships through in-person meetings, identifies business and personal financial needs, coordinates referrals to internal specialists, manages portfolio profitability and risk, and ensures compliance with regulatory requirements.

Provide comprehensive financial planning and investment advice to individuals and families, build and manage a client book of business, acquire and deepen client relationships, and deliver personalized investment solutions. Educate clients on digital banking and investment tools, coordinate partner referrals, apply knowledge of financial markets, and provide holistic financial coaching while maintaining integrity and regulatory compliance.

Presents capital markets perspectives, investment themes, platforms, products, and strategies to wealth management advisors and clients. Covers a territory of 2–3 regions and approximately 300–400 advisors, leads workshops and group presentations, conducts advisor meetings, supports new business opportunities, attends client meetings as an investment subject matter expert, and coordinates cross-disciplinary presentations. Requires strong investment product knowledge, wholesaling and presentation skills, territory management, licensing, collaboration, and overnight travel.