- TIAA (Kalamazoo, MI)
- …Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, ... facing advisors are utilizing TIAA's broad range of resources, including estate planning , portfolio management, and insurance planning . + Evaluates and assigns… more
- Rochester Institute of Technology (Rochester, NY)
- …* Oversee vendor management and contract negotiations for FSA, HSA, COBRA, retirement planning , and other outsourced services. * Develop and implement ... of the Human Resources leadership team, contributing to short- and long-term planning and budgeting aligned with RIT's goals. * Lead the design, implementation,… more
- Iowa Department of Administrative Services (Des Moines, 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 ... and technical education, work-based learning and career and academic planning . Represent the Department, Division of Higher Education and...Retirement System (IPERS). A defined benefit plan, IPERS benefits… more
- KeyBank (Hartford, CT)
- …but not limited to distribution planning , philanthropic goals and tools, retirement planning ) + Demonstrates awareness of state specific estate and tax ... well as beneficiaries + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current circumstances… more
- DarkStar Intelligence LLC (Colorado Springs, CO)
- …+ Income Protection: Life insurance, short-term disability, and long-term disability + Retirement Planning : 401(k) plan with employer contributions + Work-Life ... support HQ SpOC. In this role, you will integrate intelligence across planning , acquisition, and operations to strengthen US Space Force mission readiness.… more
- Williams Parker (Sarasota, FL)
- … planning , transfer tax planning , business succession, charitable giving, and retirement planning goals. This legal framework is part of the smooth ... about working with high-net-worth clients and their families on sophisticated estate planning matters. The scope of work includes wills, revocable and irrevocable… more
- Iowa Department of Administrative Services (Des Moines, 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 ... of services within the system. + Leading the scheduling, planning , coordination and implementation of all identified 1st Five...leave (144 hours/year), and paid holidays (9 days/year). + Retirement Plans: Participate in retirement plans such… more
- Lincoln Financial (Radnor, PA)
- …and terminology, including individual life insurance, annuities, group insurance, and/or retirement planning . * Support the design, build, and maintenance ... domain, including individual life insurance, annuities, group insurance, and/or retirement planning . * Familiarity with Agile development methodologies.… more
- Bank of America (Buffalo, NY)
- …professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication ... of its kind in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through… more
- HUB International (Scottsdale, AZ)
- …to develop a financial plan. + Provide guidance and advice on financial planning strategies, investment options, retirement planning , tax strategies, estate ... unique needs and then develop and recommend personalized financial planning strategies that align with their objectives. To succeed...funds, stocks, bonds, and insurance offerings. + Knowledge of retirement plans is a plus (401k, 403b, 457, ESOP)… more