- Citigroup (San Antonio, TX)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to CITI PRIVATE BANK clients with guidance ... + Ability to multi-task with strong organizational and time management skills per the needs of banker teams and...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (Los Angeles, CA)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi… more
- Thrivent Financial (Quincy, IL)
- …up to 14 weeks of paid training and coaching as you obtain your state insurance licenses ( life , health & variable contracts), Series 7 and 66 registrations, and ... build, grow and protect financial well-being through purpose-based advice, investments, insurance , banking and generosity. At Thrivent, you'll receive the support,… more
- Truist (Tampa, FL)
- …of Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings ... with escalated items as requested from the team and/or Management . Proactively engage partners within the firm to identify...63&65 can be used in lieu of Series 66) Life /Health and Variable Insurance Licensing + 7… more
- US Bank (Chicago, IL)
- …or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and ... all of us to bring our shared ambition to life , and each person is unique in their potential....excel at-all from Day One. **Job Description** Functions in management role within Investment Sales. Directs assigned market's sales… more
- Citigroup (Jacksonville, FL)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... for example. + Serves as a subject matter expert for Issues Management (KPI/KRI/Corrective Action Plans) + Resolves transactional level escalations coming from the… more
- Citigroup (Fort Lauderdale, FL)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... + Preparing and reviewing facility covenants + Assisting in Portfolio Management , including CA Annual reviews, covenant monitoring and compliance, waivers and… more
- Truist (Richmond, VA)
- …of Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings ... escalate complex matters to Team Lead and/or Divisional Sales Management . + Review of Electronic Correspondence/Social Media Review to...can be used in lieu of Series 66) + Life /Health and Variable Insurance Licensing + 5… more
- Truist (Bal Harbour, FL)
- …of Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings ... movement request and trade corrections + Partner with sales management to enforce firm and regulatory policies + Review...operations + Series 7, 66 or (63/65), 24 and Life , Health and Variable insurance license +… more
- Citigroup (Jacksonville, FL)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to...in Client Service and/or Sales within financial services (banking, insurance , investments) preferred. + Prior work experience in a… more