- Middlesex Savings (Westborough, MA)
- …in retirement products. + At least one year customer service or retirement planning position. + Must be detail oriented and demonstrate effective customer ... good customer relations. Conducts a variety of activities related to retirement accounts in conformance with established Bank policies, procedures and objectives.… more
- General Motors (Warren, MI)
- …mobile applications for retirement readiness) and research state-of-the-art retirement /financial planning products + Management of annual pension valuation ... Warren three times per week, at minimum. **The Role:** The Manager, US Retirement will report to the Director, Global Benefits, Labor Relations and Hourly… more
- Citigroup (New York, NY)
- … planning concepts and solutions, in addition to the traditional financial, retirement and insurance planning solutions provided by the other specialists. + ... The Advanced Financial Planning Strategist is a financial planning professional who closely follows the latest trends in their field and adapts them for… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …and conduct financial analysis. * Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning ... minimum of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services. **Licenses/Certifications** * SIE… more
- Jackson National Life Insurance Company (Nashville, TN)
- …and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director acts as a consultant ... in advanced case design including but not limited to estate planning , taxation, retirement plans and charitable giving. + Strong verbal and written communication… more
- ADP (Louisville, KY)
- …of the various tools and resources made available to employees for their retirement and financial planning . Educates employees on plan benefits, plan resources, ... ** Retirement Services Representative (401k)** **Position Summary:** The Retirement Services Representative is a licensed Retirement professional responsible… more
- Hantz Group (Mount Pleasant, MI)
- …on what's most important for their families. Areas of Focus: + Asset Management + Financial Planning and Retirement + Insurance + Tax Strategy and Planning + ... Planning Analyst Intern Hantz Group is a Michigan-based...Cash Flow Analysis + Debt Strategies + Estate Planning + Property and Casualty Insurance The Holistic Approach… more
- Kestra Financial (Avon, CT)
- … planning recommendations. + Prepare and present detailed financial plans, including retirement , tax, and estate planning strategies. + Stay updated on market ... Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role,...+ Minimum of 3-5 years of experience in financial planning or a related advisory role. + CFP certification… more
- Iowa Department of Administrative Services (Ames, IA)
- …providing you and your loved ones with excellent coverage at a remarkably low cost. Retirement Planning : We are proud to offer the Iowa Public Employees ... 9 paid holidays per year + Iowa Public Employee Retirement System (IPERS) Retirement Package with employer...to four years of full-time work in professional transportation planning */engineering. + Licensure as a professional engineer by the… more
- Bank of America (Melville, NY)
- … planning business succession, global asset allocation, risk management and retirement planning . May also author whitepapers, articles and other material ... trust and estate planning , income and wealth transfer tax planning , investments, retirement planning and cash flow modeling, sale of business entities,… more