- Wells Fargo (Charlotte, NC)
- …of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement ... Consultants will build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies to support clients'… more
- Columbia Bank (Greenwood Village, CO)
- …provide limited decision-making investment decisions. + Coordinate and assist Financial Advisor (s) with client events by marketing, mailings, follow-up & ... Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison...related field is required. + Must be familiar with investment concepts and terminology, including investment vehicles,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …fund changes with regard to Fiduciary Program. + Assist with Financial Advisor inquiries regarding product offerings and retirement plan onboarding to firm ... systems. + Assist Team and Financial Advisor 's with training/onboarding to Firm's various...experience + At least 2 years' experience within the financial services or retirement planning industry +… more
- Principal Financial Group (Detroit, MI)
- …kinds of things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments , retirement readiness, services and new ... our clients' business objectives such as retention, growth, and retirement readiness. Here are a few examples of the...a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and… more
- HUB International (New York, NY)
- …supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief ... Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means… more
- Robert Half Finance & Accounting (Houston, TX)
- …including income, expenses, investments , and liabilities. + Analyze clients' financial goals, risk tolerance, and retirement needs. + Prepare personalized ... risks and mitigating potential financial losses. + Educate clients on financial products, investment principles, budgeting, and other areas of personal… more
- Aegon Asset Management (Denver, CO)
- …& Investments , comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial ... company, with millions of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make the most of what's… more
- Aegon Asset Management (Philadelphia, PA)
- …& Investments , comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial ... of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make... Assets strategy. The Actuary serves as a trusted advisor to the Financial Assets CFO and… more
- JPMorgan Chase (New York, NY)
- …JP Morgan Asset Management (JPMAM) provides asset allocation solutions for the investment management needs of corporate and public retirement plans, endowments ... portfolios for 50+ years. Consisting of more than 100 investment professionals located in New York, London and Asia,...be responsible for the research, development and delivery of retirement insights to financial professionals and plan… more
- BlackRock (Dallas, TX)
- …Client Management + 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor , or other financial ... of their investments . You will be responsible for providing post investment due diligence services through examining financial data that provides our… more