- Wells Fargo (Minneapolis, MN)
- …qualify for immediate FINRA registration **Desired Qualifications:** + 2+ years of brokerage customer service experience in a licensed environment + Ability to ... navigate multiple computer systems , applications, and utilize search tools to find information + Ability to work effectively in a team environment and across all… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are ... simplify complex and technical material * Strong Excel and PowerPoint skills * Systems management / project management skills * Python or Excel VBA programming… more
- Access Dubuque (Dubuque, IA)
- …records of sales activities, customer interactions, and pipeline updates in CRM systems + Coordinate with suppliers and vendors for pricing, availability, and lead ... Cottingham & Butler/ SISCO Material Delivery Professional - MDP BARD Materials Brokerage Experienced Sales Executive Cottingham & Butler/ SISCO Entry Level Sales… more
- WTW (Portland, OR)
- …and presentations, verifying policy and plan information, and updating internal systems as necessary + Ensuring client compliance adherence by managing completion ... in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of join). **Essential Duties and Responsibilities:** + Reviews requests for Outside Brokerage Accounts to ensure compliance with firm policy and regulatory rules ... requirement of Series 24 licensing). Familiarity/facility with RJ and its systems is preferable. + Company's working structure, policies, mission, and strategies.… more
- Lincoln Financial (Baton Rouge, LA)
- …area(s) of responsibility. You will build, enhance, and direct the relationship with the brokerage sales channel in Houston, LA & MS. You will also build, direct, ... existing more complex firms/institutions. + Maintains sales call data in appropriate systems and/or complete sales reports. + Meets or exceeds all department and/or… more
- First Horizon Bank (Knoxville, TN)
- …and documents all applicable information into appropriate bank account management systems . + Develops and maintains positive working relationships with others; ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Huntington National Bank (Indianapolis, IN)
- …Casualty Commercial Lines working for a strong regional, or large national insurance brokerage firm. + Property & Casualty Insurance license (or must obtain within ... for presentations and analysis of information. + Familiarity of Agency Management Systems to easily access and analyze data. (Preference for Tableau, Sagitta and… more
- First Horizon Bank (Lafayette, LA)
- …regulatory software solutions, Microsoft Office Suite, and compliance management systems . **_Preferred Attributes_** **:** + Familiarity with CRA regulations, ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- JPMorgan Chase (Brooklyn, NY)
- …Capabilities, and Skills** + Prior experience in custody operation services or prime brokerage . + Ability to work closely with business partners and interact with ... all staff levels. + Proficient in using banking software, systems , and data analytics tools, with strong leadership and team management skills. + Strategic thinking… more