- Thrivent Financial (Geneva, IL)
- …on how to optimize workflows + Other responsibilities as assigned by the Lead Advisor + Note: CANNOT be listed as the servicing representative AND need ... years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation; valued but not a prerequisite + Securities (6/63, 7/66,… more
- Friedman Management Company (Chicago, IL)
- …and highly talented Admin, Graphic Design, and Marketing support staff + In-house Analyst team to assist with underwriting for BOV/BPOs and OMs + Full back-office ... transaction invoicing, deal management, and accounting + Legal/compliance department for brokerage agreements and state...+ Licensed in 17 states and growing + Corporate lead generation & referrals + Robust corporate and individual… more
- Friedman Management Company (Chicago, IL)
- …and highly talented Admin, Graphic Design, and Marketing support staff + In-house Analyst team to assist with underwriting for BOV/BPOs and OMs + Full back-office ... transaction invoicing, deal management, and accounting + Legal/compliance department for brokerage agreements and state...+ Licensed in 17 states and growing + Corporate lead generation & referrals + Robust corporate and individual… more