- Kestra Financial (Kings Park, NY)
- …the financial services industry allowing for a good understanding of broker /dealer operations and financial services products, and basic financial ... Summary The Client Service Associate reports to the Financial ...business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or… more
- Thrivent Financial (Minneapolis, MN)
- …and any other topics pertaining to the movement of Advisors between firms in the financial services industry + Work s closely with due diligence analysts and use ... from diverse sources. Deliver analysis findings and recommendations to senior leaders in order to secure financial ...including presentation development and delivery Preferred: + MBA + Financial services advanced desigation - ( i… more
- HUB International (Bothell, WA)
- …toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **We are the perfect fit if you:** + ... come in:** The Commercial Lines Manager is responsible for managing a Construction service team who provides the day-to-day service , new business, and renewal… more
- Lincoln Financial (Jefferson City, MO)
- …role include designing, managing, maintaining and securing LFG's (Lincoln Financial Groups) Active Directory, Active Directory Certificate Services , ... This role will have exposure working with application and service owners to adopt modern authentication patterns such as... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale… more
- The Cigna Group (San Francisco, CA)
- …and market objectives while providing the very best in products and customer service ; maintains strong external relationships with key broker and consulting ... of sales and retention strategies. **OVERVIEW:** Reporting to the Senior Vice President Segment Leader, this role will function...years in a strategic and leadership role in a service , sales, healthcare, health plan and/or broker /consulting… more
- Atria Wealth Solutions (Williston, VT)
- …and registered through CUSO Financial Services , LP (Member FINRA/SIPC). CUSO Financial Services , LP is a broker /dealer and RIA with a stable, ... CUSO Financial Services , LP. (CFS) is seeking...in a support, sales, or administrative capacity in a financial service or sales environment + Excellent… more
- Raymond James Financial, Inc. (Seattle, WA)
- …under administration._ _About Raymond James:_ _RJA is an investment adviser and full- service broker -dealer dually registered with the Securities and Exchange_ ... and their participants. You will work directly with the Senior Consultants on those clients and as part of...services to non-affiliated registered investment advisers and introducing broker -dealers through its RIA & Custody Services … more
- Aflac (FL)
- … broker and industry practices as pertains to product, enrollment techniques, and service needs of broker and client + Understanding of Aflac/Aflac Group's ... products and services , affiliated systems and applicable operational policies and procedures...procedures + Knowledgeable in processes related to acquisition, implementation, service and billing of accounts + Strong math skills… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … dealers. + More than five years of experience working in IT projects with preference for experience in financial services . **Licenses/Certifications** + None ... As part of the RIA & Custody Services (RCS) division, the Director plays a leadership...and clearing firms. + Building platforms and technology to service independent registered investment advisors and introducing broker… more
- Broadridge Financial Solutions (New York, NY)
- … financial institutions or with a consulting firm exposing the candidate to financial services Ops and Tech areas. Mix of operations and consulting experience ... financial language (lexicon, taxonomy) and trends in buy-side and sell-side financial services + Excellent communication skills. Both verbal and written +… more