- Regions Bank (Hoover, AL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Annuity Suitability Review Analyst reviews submitted contracts for ... Schedule for a minimum of three years. You may review , modify, or update your information by visiting and...rules as well as product knowledge + Understanding of suitability as it relates to annuity sales… more
- US Air Force - Agency Wide (Wright-Patterson AFB, OH)
- …The primary purpose of this position is to serve as a counterintelligence analyst engaging in the complex technical analysis and production of information obtained ... includes local market supplements Responsibilities 1: Serves as a counterintelligence analyst on complex technical TP analysis and production activities. Information… more
- Thrivent Financial (Geneva, IL)
- …+ May coordinate scheduling and manage calendars + Manage email review and follow-up as necessary + Update CRM (Salesforce) with client ... all client account and application paperwork + Gather and maintain customer suitability information + Identify and offer recommendations on how to optimize workflows… more
- Thrivent Financial (Auburn, WA)
- …all client account and application paperwork + Gather and maintain customer suitability information + Research and analyze investment and portfolio allocations + ... industry experience required + Certified Financial Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public… more