- Thrivent Financial (Milwaukee, WI)
- The Virtual Advisor plays a crucial role...broad perspective of financial products and the financial services industry. ( ie Life, Health, Annuities ... Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to re-engage existing Thrivent...of empowering clients to take action to improve their financial well-being. Virtual Advisors hired in locations… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …associates or clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in ... Duties and Responsibilities:** * Works in cohesion with other Virtual Financial Advisors to oversee over $2...of banking and finance and securities industry operations. * Financial markets and products including annuities , UIT's,… more
- Principal Financial Group (Washington, DC)
- …Advanced designations preferred (CFP(R), RICP(R), ChFC(R)) + Excellent knowledge of annuity solutions, competitive intelligence and financial markets required + ... You'll Do** This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial … more
- CVS Health (Largo, FL)
- …enrollment meetings, employee health fairs, wellness events, and other onsite or virtual engagements to educate and inform members about available benefits and ... Health systems to serve as a subject matter expert and trusted advisor . + **Issue Escalation & Follow-up:** Collaborate cross-functionally with internal teams… more