- Western & Southern Life (Dover, OH)
- …OH Default: Location : City DOVER Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, ... clients, analyzing needs, and recommending solutions in an ethical and client -focused manner. The Financial Representative provides financial solutions to… more
- USAA (Phoenix, AZ)
- …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what… more
- Goldman Sachs, Inc. (Salt Lake City, UT)
- …manages and sources market data and research to facilitate deal solicitation, client service , and ongoing market analysis. Corporate Treasury Operations provides ... execute within a front to back operating model, delivering support across the client , product, and investment lifecycle. We also conduct risk oversight, provide… more
- Santander Holdings USA Inc (Mashpee, MA)
- …The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations ... compliance standards in an effort to achieve sales results and long term client satisfaction. Achieve and exceed both individual and branch related sales and revenue… more
- Northwestern Mutual (Washington, DC)
- …your path to becoming a financial advisor, you start as a financial representative focused on client -building and obtaining licenses. Our award-winning training ... focuses on: Planning Experience *Asset & Income Protection *Education Funding * Investment & Advisory Services *Trust Services *Retirement Solutions *Business Needs… more
- SHELL FEDERAL CREDIT UNION (Pasadena, TX)
- …products. Create client summary letters or emails. May include summarizing investment balances and returns in advance of client meetings; summarizing ... and Responsibilities Consistently meet all Game Changer Commitments and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all… more
- Santander Holdings USA Inc (New York, NY)
- …execute cross-border financings for the benefit of US and overseas borrowers. Client communications and managing pitchbooks for client meetings. Internal ... LevFin, etc.) Work closely with the various stakeholders, including Corporate Banking, Investment Banking, Credit, Compliance, Legal, MO, E&S, and Risk teams. Work… more
- TheKey (Falls Church, VA)
- …families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own ... each essential job duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Essential Duties and… more
- Voya Financial Advisors (Dallas, TX)
- …necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and ... This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must… more
- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …customer relationships in current and appropriate condition while soliciting new business from client base. Establish a call plan and work closely with Regional ... Investment Officer to regularly call on the high potential...with all areas of the Bank to ensure quality service is provided to customers and clients' needs are… more
