- Charles Schwab (Lone Tree, CO)
- …audited financial statements for applicable subsidiary entities, including Schwab's broker -dealer, bank, and international subsidiaries. The SEC Reporting group ... + Bachelor's degree or higher in Accounting - CPA license a plus. + 2-3 years of US GAAP...financial reporting principles, and SEC regulatory requirements. + Relevant broker /dealer, banking, or other financial services accounting experience a… more
- Thrivent Financial (Spokane, WA)
- …+ Utilizing data analysis input tools + Answering basic questions for clients ( license may be required for some) + Assist Financial advisors in the preparation ... product pricing, and contacting carriers for information + Interfacing with the broker -dealer or custodian to obtain information, account data, and convey service… more
- Broadridge Financial Solutions (Newark, NJ)
- …at a buyside or sell side institution, E-Commerce ECN or Inter Dealer Broker preferred. + Detail oriented, results driven, and possesses a strong client focus. ... + PowerBI skills are a plus + Current FINRA Series 7 and Series 63 license or ability to qualify for one required. Salary range: $120,000.00 - $150,000.00 + 15-30%… more
- Keith Titus Corp (Weedsport, NY)
- …while maintaining weekly sales targets for the assigned terminal. + Broker excess freight to carriers and sister terminals. + Demonstrates initiative ... Trends in Customer Orders. + Customer concerns or complaints. + Broker /Carrier/Sister-Terminal concerns or opportunities. + Communicate with drivers: + Dispatch… more
- CalSTRS (Sacramento, CA)
- …reviews for public pension funds + Valid Certified Public Accountant (CPA) license or other certifications such as, Certified Internal Auditor (CIA) or Certified ... Branch, you will be required to disclose your personal broker account information and be required to utilize a...account information and be required to utilize a personal broker from a designated list as provided by CalSTRS.… more
- CVS Health (Charleston, WV)
- …who help us build our Aetna's Specialty Division business via the broker distribution channels for Dental/Vision products covering for the Individual segment. Their ... reside in commuting distance of the Market. + Health & Life Insurance license . + Proficiency in Microsoft Office, Excel and PowerPoint. + Strong business acumen,… more
- TD Bank (Greenville, SC)
- …Client Wealth, (TDPCW), a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth Management Services Inc. (TDWMSI). The Central Supervision ... within scheduled time) + State Life & Health Insurance License (Preferred) + FINRA Series 65 or 66 (Preferred)...Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements… more
- Elevance Health (Savannah, GA)
- …key decision makers. + Develops and implements strategic business plans to address broker /client needs. + Conducts broker , agency, client education on pertinent ... and experience which would provide an equivalent background. + Sales license required where necessary **Preferred Skills, Capabilities and Experiences:** +… more
- CVS Health (Topeka, KS)
- …are professionals who help us build our middle market business via the broker distribution channels for Medical, Group Insurance and Specialty products. Their goal ... + Must be willing to travel within the Market. + Health & Life Insurance license or willing to obtain within 90 days of hire. + Proficiency with desktop software… more
- Salt Lake County (Salt Lake City, UT)
- …Must possess a current Utah State Resident Insurance Property and Casualty Adjuster's license valid in the above-mentioned fields. Due to the nature of this ... data and information needed to coordinate insurance coverages with the County's broker . Independently gathers and reviews all information to ensure the County's… more