- Jackson National Life Insurance Company (Nashville, TN)
- …plan to achieve sales goals and producer type goals by covering a targeted advisor segment - effectively covering the opportunity gap within the EW territories. The ... responsible for engagement towards company growth initiatives, which may involve advisor populations outside their target advisor segment** **Essential… more
- World Insurance Associates, LLC. (Berwyn, PA)
- … Planning - eMoney + Enter data in planning software-prospect/client Profiles + Produce financial plans under direction of Lead Advisor + Make adjustments and ... Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people… more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans… more
- HUB International (San Rafael, CA)
- … Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and ... financial advisors provide investment services to over 9,000 retirement plans with over 900,000 retirement plan...that reports to the Director of Compensation of Global Retirement Partners, LLC, an SEC registered investment advisor… more
- CUNY (New York, NY)
- …administrative functions in consultation with the Principal Investigator/Faculty Advisor , while providing basic program information, registration instructions, and ... tutors, and office staff, under the oversight and supervision of the PI/faculty advisor + Help identify best office practices for the TESOL Program, and work… more
- Bank of America (Palm Beach Gardens, FL)
- …The Senior Investment Manager is responsible for defining and owning the Financial Advisor (s) and/or Advisor Team(s) overall investment management ... Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration… more
- Bank of America (Gilbert, AZ)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... designations required for the position. This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning… more
- Foresters Financial Services (Cleveland, OH)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans… more
- JPMorgan Chase (Plano, TX)
- …Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP ... US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You… more
- PNC (Washington, DC)
- …responsible for PNC's institutional asset management solutions for nonprofits, retirement plans, unions, insurance entities, and other institutional clients. You ... and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by PNC or… more