- Principal Financial Group (Washington, DC)
- …growing market share. + May provide input on marketing, product development, shareholder/ broker communications and integration of campaigns with broker dealers ... that will help you stand out:** + Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary… more
- HUB International (Atlanta, GA)
- …excellence. HUB is the 5th largest global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk ... high degree of independent discretion, autonomy, and decision-making based on prior industry knowledge and experience. This role will provide professional guidance,… more
- State of Minnesota (St. Paul, MN)
- …Principal performs complex audits for state registered investment advisers adn broker dealers to ensure adherence to relevant laws and regulations. Collaborating ... in planning and conducting audits of financial advisors, investment advisers, and/or broker dealers. + Project management skills sufficient to develop project plans,… more
- Colorado State University (Fort Collins, CO)
- …responsibility to: + Conduct outreach, especially in rural/frontier communities, broker relationships, identify training locations, reach families, connect people to ... Wraparound ( HFW ) Services. + Established ability to conduct outreach, broker relationships, and navigate behavioral health systems in rural communities. +… more
- ManpowerGroup (Wayne, NJ)
- …operations team. The ideal candidate will have experience working for a Customs House Broker (CHB) or a freight forwarder with an in-house broker , strong ... Deliver exceptional customer service by pre-keying air and ocean shipments accurately prior to freight arrival. + Rate and verify tariff classifications, customs… more
- KeyBank (Brooklyn, OH)
- …across Key's Asset Management activities (ie - wealth management and trust, broker -dealer, and swap dealer) and lines of business, products, and functional ... The Director must have comprehensive knowledge of wealth management, fiduciary/trust, broker -dealer, and investment management as well as a strong understanding of… more
- CalSTRS (Sacramento, CA)
- …position within the Investment Branch, you will be required to disclose your personal broker account information and be required to utilize a personal broker ... from a designated list as provided by CalSTRS. **Background Investigation** Prior to employment with CalSTRS, a background investigation (BI) will be conducted. The… more
- NJM Insurance (NJ)
- …insurance brokers in the greater central Pennsylvania area? Do you have prior experience in Commercial Lines Sales, Commercial Lines Field / Production Underwriting, ... or as a Broker Relationship Manager in Commercial Lines? If so, this...with onboarding and terminating agencies/brokers as required + Maintain agency/ broker profiles + Attend corporate functions including Corporate Giving,… more
- CalSTRS (Sacramento, CA)
- …position within the Investment Branch, you will be required to disclose your personal broker account information and be required to utilize a personal broker ... from a designated list as provided by CalSTRS. **Background Investigation** Prior to employment with CalSTRS, a background investigation (BI) will be conducted. The… more
- Equitable (Charlotte, NC)
- …issued by Equitable to professional financial intermediaries such as broker -dealers, banks, independent financial planners, and Equitable Advisors, the company's ... **Qualifications** **Required Qualifications** + Bachelors Degree + 1 years of prior account management experience or sales experience + Series 6 or… more