- HUB International (Wilmington, MA)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... regional culture. We currently have an opportunity for a **Client Services Associate ** . The selected employee will be responsible for supporting Account Managers… more
- Travelers Insurance Company (Morristown, NJ)
- …non-disclosure provisions. + Support underwriting marketing efforts, including participation in broker and account visits and risk mitigation seminars and authoring ... customer-focused white papers and articles. + Monitor marketplace conditions, conduct research, and draft reference materials to inform claim and underwriting colleagues on law impacting Travelers' underwriting and claim decisions. + Obtain and maintain… more
- HUB International (Covington, LA)
- …Limited ("HUB") is one of the largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, ... employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE… more
- BMO Financial Group (New York, NY)
- …Compliance ("FICC") team in New York with a focus on FINRA and SEC broker -dealer requirements and corresponding oversight. We are looking for someone to work closely ... with the Fixed Income Lines of Business ("LOBs") as well as ancillary interaction with Currencies, and Commodities LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on… more
- BlackRock (Boston, MA)
- …positioning BlackRock's suite of AI products with advisors across the Wirehouse, Independent Broker Dealer, and RIA segments. They will be focused on delivering deep ... expertise and broadening our reach to more advisors through leveraged events and educating our internal sales teams to grow the BlackRock Alternative Investment franchise. This position will reside in a BlackRock office with a Wealth Distribution Partners… more
- Raymond James Financial, Inc. (Boston, MA)
- …Concepts, practices and procedures of business development in a financial services/ broker -dealer environment. * Investment concepts, practices and procedures used in ... the securities industry. * The principles of banking and finance and securities industry operations. * Financial markets, products, financial advisory function and the investment process. **Skill in** * Sourcing and developing sales prospects. * Executing… more
- Wells Fargo (Charlotte, NC)
- …disqualification are not eligible to be associated with a FINRA-registered broker -dealer. Successful candidates must also meet and comply with ongoing regulatory ... obligations, which include periodic screening and mandatory reporting of certain incidents. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills,… more
- Heritage Christian Services (Amherst, NY)
- …in accordance with the FI Coordinator responsibilities. + To maintain a small broker caseload in accordance with the brokerage MOU. + To assume responsibility for ... tracking compliance standards of team members in various programs. + Support individuals and their Circle of Support/Planning Team in person centered planning and thinking. + Engage in relationships with individuals, their families/COS and support staff based… more
- HUB International (Burbank, CA)
- …lines underwriting/brokerage team. Successful applicants will work with the in-house broker to request and review underwriting information for rating of pen/binding ... carriers, preparation of endorsements, and engaging brokerage markets on complex risks. Chance to work closely with Monarch's largest underwriter/producer daily, gaining underwriting and broking knowledge. **Location:** We would love to find a local candidate… more
- Travelers Insurance Company (Federal Way, WA)
- …such transactions. + Support underwriting marketing efforts, including participation in broker and account visits and risk mitigation seminars and authoring ... customer-focused white papers and articles. + Obtain and maintain required adjusters' licenses. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + One to five years of relevant legal or claim handling work experience. + Ability to… more