- US Bank (New York, NY)
- …you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor ... to develop and bring new client relationships starting at $3MM+ net worth into Private...serve as a subject matter expert in financial planning, insurance products, (working closely with our Financial Advisors), estate… more
- WTW (New York, NY)
- …their market relationships and their negotiation skills to secure quotations from the insurance carriers. While the nature of the work is similar day-to-day, no two ... + Gather information and analytics to assess and evaluate client risks to support the placement of client...and trading partners + Begin your understanding of core insurance principles and brokerage concepts + Ensure that quality… more
- BriteLife Recovery (West Kill, NY)
- …ensuring your health needs are met with ease and quality. + Additional Insurance Coverage: Access dental/vision insurance , accident insurance , short-term ... disability insurance , critical illness insurance , cancer insurance , and life insurance for comprehensive protection. + Generous Leave Policy: Benefit… more
- US Bank (New York, NY)
- …and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation + Refer and ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- AON (Plainview, NY)
- …salvage payments including Subledger Ledger reconciliation. + Ensure timely collection of client payments. + Approve split allocations in Oracle database. + Be key ... function). + Subledger account analysis. + Month-end operational metrics and analysis. + Client reporting as needed and analysis on file variances + Assist with… more
- AON (New York, NY)
- …M&A and Transaction Solutions (AMATS) Is Looking for a Vice President - Tax Insurance Broking This is a hybrid role with flexibility to work both virtually and ... City, NY office. What the day will look like + Structuring and placing tax insurance programs on behalf of Aon's clients + Supporting the production efforts of Aon's… more
- Neuberger Berman (New York, NY)
- …**Job Description:** As a leading asset manager with a history of successfully managing insurance assets, NB is well positioned to capitalize on trends both in favor ... outsourcing as well as additional focus on asset managers' insurance expertise. The Insurance Investments team advises...to clients' bespoke objectives and constraints. Depending on the client , the PM must manage across the spectrum of… more
- Charles Schwab (Forest Hills, NY)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- CBRE (Albany, NY)
- …safe, functional and welcoming environments. Your work will directly impact the client experience and contribute to the success of the portfolio. **What You'll ... policies, and reporting formats. + Acknowledge and address all client inquiries related to the site, responding promptly to...This role will provide the following benefits: 401(K), Dental insurance , Health insurance , Life insurance ,… more
- The Salvation Army (Syracuse, NY)
- …Insurances, and Flexible Spending Account + Healthcare Navigator Team: In need of health insurance immediately? Our team of NYS Market Place of Health can assist you ... in securing affordable Health Insurance + Insurance cost is less than...targeting all aspects of the individual/family system while utilizing client input. + Identify needs not met by the… more