- Deloitte (Fort Worth, TX)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more
- Lincoln Financial (Austin, TX)
- …administration and reconciliation of multiple (employee, director, and agent ) non-qualified deferred compensation plans, including enrollments, deferrals, ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Kelsey-Seybold Clinic (Pearland, TX)
- …3 year's of experience in sales at a major health plan carrier or broker consulting firm with particular experience in mid-market and beyond sales (100+ employees), ... private and/or public sectors. Preferred: N/A **License(s)** Required: TX General Lines Agent - Health, Life and HMO. Preferred: N/A **Special Skills** Required:… more
- Kelsey-Seybold Clinic (Pearland, TX)
- …processes are in place to meet client and organizational objectives. Broker /Carrier Engagement: Build and maintain productive relationships with brokers and carrier, ... Texas Driver's License and ability to travel throughout metropolitan Houston. Valid General Lines Agent : Life, Accident, Health and HMO - State of TX; must have or… more