- JPMorgan Chase (Chicago, IL)
- …across JPMorgan Securities on utilizing life insurance solutions to meet client investment , wealth transfer and income planning needs around the Goals Based Advice ... thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement...You will utilize life insurance solutions to meet client investment , wealth transfer, and income planning needs. Your role… more
- Jackson National Life Insurance Company (Nashville, TN)
- …goals by covering a defined geographic territory as the sole Wholesaler in the Independent Registered Investment Advisor market. The territory for this role ... and services, utilizing financial planning tools and platforms commonly used by independent RIAs. + Proven track record of growing and managing a territory as… more
- JPMorgan Chase (Chicago, IL)
- Become the trusted advisor that our bankers and underwriters need to keep both our ABL business and our Mid-Corporate business on the cutting edge while doing so in ... a safe and sound manner. As an attorney in Commercial and Investment Banking, you will provide legal support to two separate teams: (i) Asset Based Lending, which… more
- Wells Fargo (Atlanta, GA)
- …the ability to build lasting relationships with private equity firms, investment banks, and internal stakeholders. You'll identify new business opportunities, tailor ... through execution, all while navigating a dynamic and competitive financial landscape. **In this role, you will:** + Act...**In this role, you will:** + Act as an advisor to develop or influence long-term goals for highly… more
- Raymond James Financial, Inc. (Seattle, WA)
- …a clearing broker-dealer and custodian for many of our affiliated broker-dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA ... and established databases + Team player who can also be an independent contributor + Excellent analytical, critical thinking, and problem-solving skills sufficient… more
- Administrative Office of the US Courts (Washington, DC)
- … financial operations including accounting, finance, travel, disbursement, external financial and tax reporting, investment services, and other fiscal ... of the FOD, including strategic, contract, and performance management; and annual financial planning. Representing the division as an advisor on various… more
- Thrivent Financial (Rochester, MN)
- Summary Organization/Business Overview: Emerald Financial Group is an independent financial services practice of Thrivent Financial . We take a ... and nonprofit organizations. Position summary: The Paraplanner position will come alongside our Lead Advisor 's to learn how to create financial plans and soak up… more
- BlackRock (Boston, MA)
- …wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios,… more
- Thrivent Financial (NY)
- Summary Mengel Morse and Associates is an independent financial services practice of Thrivent Financial . We take a broad-based approach to helping our ... variable insurance and annuities) product-related questions and/or questions related to investment advisory services + Collaborate with financial associates to… more
- University Of Vermont (Burlington, VT)
- …an annual operating budget of approximately $1 billion. The VPF is UVM's Chief Financial Officer and serves as the Treasurer of the university. The VPF ensures the ... effective management of financial resources to support the university's mission and collaborates...annual general fund development process + Serve as confidential advisor to the President on a wide range of… more