- Atria Wealth Solutions (Marion, IN)
- …and Qualifications: Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales experience in the ... License in long term care and P & C preferred + Clean U-4 and Background + Certified Financial...Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and Registered Investment Advisor with a stable track… more
- CBRE (Atlanta, GA)
- …of products, including land, office, retail and industrial. + Coordinate field broker selection and required resources. Facilitate client review and approval of ... for proposals, proposal comparison packages, letters of intent, and broker 's opinions of value. + Coordinate the negotiation of...may be assigned. **What You'll Need:** + Bachelor's Degree preferred with 8-12 years of relevant experience. In lieu… more
- Manulife (Boston, MA)
- …journey to build out a new technology platform to support our international broker business as it expands across Asia and other jurisdictions. We are close ... system implementations in the areas of **Policy Administration** , Compensation, Customer/ Broker Servicing portal, Correspondence and other areas required to build… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …process, and business structure of independent registered investment advisors and introducing broker dealers. + Working knowledge of account types and experience in ... James products and service offering for RIAs and Introducing Broker Dealers. + Leveraging technology and back office systems...services / operations. + Experience in a service organization/role preferred + OR ~ + An equivalent combination of… more
- City National Bank (Los Angeles, CA)
- …Officer will report to a supervisor with the Wealth Management Broker /Dealer Compliance division. *The Responsibilities* * Review marketing material for consistency ... 5 years of relevant work experience with a financial institution such as a broker /dealer. * Minimum 3 years compliance experience with a broker /dealer. *… more
- Zurich NA (Montgomery, AL)
- …of underwriting + Establish new as well as develop existing agency and broker relationships + Working within limits and authorities on assignments of varying degrees ... the Claims or Underwriting Support areaAND + Experience with Microsoft Office Preferred Qualifications: + Bachelor's Degree + In-depth knowledge of Contract Surety… more
- Zurich NA (Phoenix, AZ)
- …sound business opportunity. + Along with underwriters in areas supervised, make agents/ broker /customer and on-sight calls with a planned and well-prepared purpose. + ... with the account. + Mentor staff to develop strong broker and client networks as related to industries underwritten...of experience in the Claims or Underwriting Support area Preferred Qualifications: + Bachelors Degree + CPCU + Advanced… more
- TD Bank (New York, NY)
- …control partners and the TDS front office. TD Securities is looking for a broker -dealer accountant to join its Product Control division in New York City. Associate - ... books and records and regulatory filings for its US broker -dealers as well as non broker dealers....Qualifications: + Bachelor degree in Business/Accounting/Finance (accounting designation is preferred but not required) + 3-5 Years of related… more
- CBRE (Palo Alto, CA)
- …are accurate on time. Prepare materials and take part in market meetings and broker debriefs. + Partner with Research and Marketing teams to generate reports and ... business activity, and success rates. Help identify expert resources to support the broker 's pursuit activities. + Provide the sales team with insight based on goals… more
- Siemens Energy (Orlando, FL)
- …customsbrokerage activities is a requirement. + Knowledgeof Canadian import regulations is preferred . + LicensedCustoms Broker or Certified Customs Specialist is ... all aspects of the US Customs Quality team, managing internal reviews, broker relations, operational improvements, duty savings, reporting, and customs payments for… more