- Equitable (Philadelphia, PA)
- …solutions + Our broker/ dealer powered by one of the world's largest broker/ dealers LPL * + Our elite benefits and wealth-building programs + Our competitive ... infrastructure support * LPL Financial, member FINRA, SIPC, is the clearing broker- dealer for Equitable Advisors, LLC and they are not affiliated. **Qualifications**… more
- Wheeler Machinery (Denver, CO)
- …the authorized CAT equipment dealer in Utah since 1951. Not all CAT dealers develop and build power plants, and so Wheeler has partnered with Wagner CAT, the ... authorized CAT dealer in CO and NM to develop power generation projects in these neighboring areas. Wheeler has developed and built dozens of successful turnkey… more
- HUB International (Providence, RI)
- …and partner to thousands of financial advisors, as well as banks, broker dealers and producer groups. BSMG has strong relationships with the Nation's leading ... who has experience or is currently working within the Independent Dealer Channel (IBD) for this position. **Responsibilities:** + Passionate about wholesaling… more
- Atria Wealth Solutions (Lunenburg, MA)
- …Function: Sell investment and insurance products, available through our Broker Dealer , to individuals and small businesses by providing investment strategies, ... SIPC (http://www.sipc.org/) ). CFS (Member FINRA/SIPC) is a registered broker- dealer and SEC Registered Investment Advisor with a stable,...their members. We're ranked as one of the top broker- dealers in the industry and we work with some… more
- Toyota (San Ramon, CA)
- …satisfaction, future product sales, department goals and overall company and dealer profitability. **What you'll be doing:** + Enforce Toyota/Lexus policy/business ... SMART case investigation, reporting and resolution + Collaborate with Toyota/Lexus Dealer service personnel to improve customer satisfaction, safety and dealership… more
- JPMorgan Chase (Tampa, FL)
- …solutions with financial advisors from wirehouse, private bank, RIA, independent broker/ dealer , and JP Morgan Chase affiliatechannels. + Proactively contact broker- ... dealer firms to identify avenues for increased penetration, including...establishing key client relationships and develop, coordinate, and manage broker- dealer firms' campaigns and marketing support activities. + Perform… more
- Atria Wealth Solutions (Vancouver, WA)
- …investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. + Using only the broker dealer ... + Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. + Build rapport and educate Columbia CU branch… more
- Marex (New York, NY)
- …line with below responsibilities: + Provide Compliance Advisory services to US Broker Dealer business lines. + Complete or assist in completing US Broker Dealer ... related regulatory inquiries. + Complete or assist in completing US Broker Dealer BCAC (Business Change Approval Committee ()guidance for management review + Manage… more
- Truist (Dallas, TX)
- …job description:** Develop and manage new and existing Service Finance dealer client relationships in assigned territories. Produce appropriate level of ... from time to time. * Build and maintain strong dealer relationships providing a high level of customer service...level of customer service to consumers and Service Finance Dealer Clients by being reliable, responsive, empathetic and competent… more
- Amrize (Houston, TX)
- …driving force behind our strategy to expand our penetration with builders, panelizers, dealers and distributors in your region. In this role, you will be responsible ... a strategy to increase our penetration with builders, panelizers, dealers and distributors in your region. * A laser...Account group to expand our business with key builders, dealers and distributors in your region. * Manage a… more