208 financial advisor jobs found

First Horizon National Corporation Location : On site at location listed in job posting. Summary As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Key Responsibilities • Drive growth in your market and achieve revenue and profitability goals. • Actively communicate the firm’s value proposition and advice-based service offering to...

First Horizon National Corporation Location : On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to...

About this role BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources and strategies within BlackRock and is tasked with identifying and creating solutions for clients using BlackRock's broad expertise across investment capabilities. BlackRock's objective is no less than to be the world's preeminent provider of Alternative investment solutions within the wealth segment. The individual will be responsible for working with generalist relationship managers to deliver Alternatives education to financial advisors and introducing our Alternatives platform and investment solutions. The individual will be responsible for supporting the broader Alternatives sales and engagement strategy within U.S. Wealth Advisory, maintaining key client and prospect relationships to grow our...

About this role About this role We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any investor's needs. In this sole practitioner role, you will be directly responsible for representing the entirety of the firm to retail Wirehouse, RIA and Independent advisors using data insights and technology to execute sales. This role may be based in any of our home office locations - Princeton, Boston, Chicago, San Francisco & Atlanta - with occasional territory travel. Business Description: BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and...

About this role About this role We are actively seeking client-facing sales professionals with a proven successful track record of covering enterprise relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any investor's needs. In this role, you will be directly responsible for representing BlackRock's retirement business and delivering the full capability of the firm. Business Description BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate is to deliver One BlackRock to retail. Responsibilities Develop, forge and maintain successful relationships with key advisor aggregator relationships and recordkeeper platform contacts. Proactively implement distribution strategies to...

About this role Business Unit Overview: USWA Business delivers BlackRock's full set of capabilities - iShares, alpha-seeking and alternative products, portfolio solutions and technology services - to wealth management firms and financial advisors in the US. Advisor Engagement group within the USWA Business delivers a broad set of services and client engagement approaches that amplify the work of our client teams. This includes digital client engagement, business consulting, thought leadership, advisor growth programs, and advisor education. The team also works closely with Global Marketing to design an integrated USWA marketing strategy. WEA (Wealth Enablement and Analytics) Engineering team within Advisor Engagement group develops new tools and capabilities which enable Sales, Portfolio Consulting, and other Wealth Distribution partners to self-service their advisor engagements, and drive innovation and scale. Job Purpose/Background: We are looking for an upbeat professional...

About this role Introduction Due to the significant expansion of BlackRock's digital asset enterprise, the firm is seeking a permanent hire to join its U.S. Product Tax Group. The broader U.S. Product Tax Group is responsible for providing internal tax advice and consultation on all tax matters related to BlackRock's U.S. fund range, including exchange traded funds, retail mutual funds, business development companies, institutional collective investment funds and separately managed accounts. This in-house role is ideal for an attorney and 5+ years of experience in tax law, preferably within asset management, digital assets, or financial products. This is an advisory role, with strong technical and business exposure to tax issues related to a wide range of financial products and investments, with a specific focus on digital assets The position offers high exposure to complex tax issues, product development, and cross-functional collaboration. About the Role The...

About this role The BlackRock Investment Stewardship (BIS) Professional will primarily assist one of the lead proxy voting analysts covering certain companies in the Industrials and/or Healthcare sectors. They will provide support on portfolio company analysis, engagement, and voting. The intention is for the person in this role to ultimately specialize in a subset of the companies in a given sector, along with various aspects of relevant policy, to support the delivery of our annual and long-term objectives. They will report to a lead sector analyst on the BIS team. Team Overview: Investment stewardship is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship serves as a link between our clients and the companies they invest in. We take a long-term approach to stewardship, focused on engaging with company boards and executive leadership to understand the drivers of risk and financial value creation...

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this role BlackRock's Separately Managed Account Solutions (SMA Solutions) is seeking a Portfolio Specialist to work within the dynamic and fast-paced environment of our Fixed Income SMA Team in the Princeton office. As a Portfolio Specialist, you will build relationships internally with Portfolio Managers, Trading Desks, Operations, and the Sales organization as well as externally with clients and Financial Advisors. On a day-to-day basis, you will actively deliver a broad set of separately managed account investment solutions across various platforms and sponsors, ensure accurate model implementation, and minimize performance...

About this role BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. BlackRock offers a range of solutions - from meticulous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. Elevate your career by joining the world's largest asset manager! Thrive in an environment that cultivates positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your...

About this role About the position: The BIS Vice President will, be primarily responsible for the coverage of companies in the LatAm Portfolio (including companies in Argentina, Brazil, Colombia, Chile, Mexico, Peru, etc.) This position will also have coverage responsibilities for a portfolio of companies in the United States and Canada. This position will provide support on portfolio company research, analysis, engagement, and voting. The intention is for the person in this role to take primary responsibility for coverage in the region, and possibly some aspects of relevant policy, to support the delivery of our annual and long-term objectives. This position reports to the Deputy Head of BIS Americas. About our team: Investment stewardship is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship serves as a link between our clients and the companies they invest in. We take a long-term approach to...

New York Life Insurance Company Location Designation: Fully Remote Role Overview: Eagle Strategies LLC is a Registered Investment Adviser and a wholly owned subsidiary of New York Life, one of the world's largest mutual insurers with more than 170 years in the industry. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. Eagle Strategies has over 90 investment professionals who can act as an extension of our Financial Advisors' team. We provide comprehensive investment advisory and financial planning capabilities along with offering arrays of innovative solutions and is headquartered in New York City. This is a very structured position that includes...

About this role This role will be a key member of the BlackRock Multi-Asset Strategies & Solutions - Custom Models Solutions team. The team works alongside Portfolio Managers and focuses on commercializing model portfolios for Financial Advisors and their clients. The widespread adoption of Model Portfolios is one of the most significant evolutions in the Wealth Management industry over the last decade! As the industry drives towards greater simplicity, clarity, cost efficiency, and goals-based financial planning, the Custom Models Solution Business (CMS) is uniquely positioned to support advisors and accelerate the adoption of model portfolios. Through CMS, advisors can tap into BlackRock's industry leading model portfolio investment framework to build a differentiated suite of custom model portfolios tailored to the needs of their business. This role is an opportunity to join a high growth, multi-billion-dollar business and a dynamic team in a fast-evolving market. It...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington's public...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington's public and...

About this role Business Description BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. Role Description Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with strong passion for engaging with Financial Advisors to identify, develop, partner on and own client relationships. Market Sales Partner (Internal Wholesaler): This role partners with our Market Leader/External Wholesaler to build relationships with clients in an assigned territory and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will...

About this role Business Unit Overview: BlackRock Finance consists of finance professionals across several disciplines such as Financial Planning & Analysis, Treasury, Tax, Finance Controls, Global Strategic Sourcing (" GSS "), Finance Platform Support and Controllers. GSS is a global team, with team members primarily based in New York, Gurgaon, and Budapest. GSS aims to be an organization of trusted strategic sourcing advisors enabling BlackRock to achieve more value. The GSS team advises and supports business functions on all their supplier-related initiatives whether they involve supplier identification, evaluation, selection, negotiation, performance management or escalation management. GSS seeks to avoid certain costs, deliver tangible cost reductions, furnish reliable analytical data and insights for improved decision making, and enable a socially responsible and diverse supplier base. Background: GSS seeks a seasoned professional in procurement with a focus on...

New York Life Insurance Company Location Designation: Fully Onsite Job Title: Senior Associate, Agency Standards (Compliance Manager) Dept/Sub Dept: Field Operations Value Stream/Field Supervision Location: Location Designation: Fully Onsite Role Overview: As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity. What...

About this role About BlackRock BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of December 31, 2024, the firm managed approximately $11 trillion in assets on behalf of investors worldwide. Who are our clients? Institutional Investors, across the Asset Managers and Asset Owners segments. The Aladdin platform, a sophisticated and comprehensive investment technology, serves as the cornerstone of our operational framework and provides an unparalleled foundation for professionals across various disciplines in the buyside ecosystem. Within the Value Delivery team, our focus is specifically tailored to engage with key functional areas such as Investments, Risk, and Sustainability, although project work often exposes us to a broader spectrum, including Technology,...