- Lincoln Financial (Houston, TX)
- …opportunity. **Requisition #:** 74351 **The Role at a Glance** As an External wholesaler for MoneyGuard Insurance you will develop, direct, implement, and maintain a ... and close attention to detail is necessary to determine proper processing of investment documents + Effective verbal and written communication skills + Skill in… more
- Wells Fargo (Dallas, TX)
- …(or FINRA recognized equivalents) **Desired Qualifications:** + 4+ years of wholesaler or like experience in Alternative Investment product categories ... this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of… more
- Aegon Asset Management (TX)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Southern Glazer's Wine and Spirits (Dallas, TX)
- …+ Collaborate with commercial teams to develop gap-closing strategies and investment opportunities. + Utilize financial tools and technologies (enterprise standard ... the CPG industry; or related work experience with an industry supplier and wholesaler **Physical Demands** + Physical demands include a considerable amount of time… more