• Financial Consultant

    HUB International (San Diego, CA)
    **Summary:** The Financial Consultant / Underwriter identifies, reviews, evaluates and prices risk for clients and prospects based in HUB International's ... + Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine… more
    HUB International (03/15/24)
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  • Underwriter , Tax Credit/Capital Markets

    State of Georgia (Dekalb County, GA)
    Underwriter , Tax Credit/Capital Markets Georgia - Dekalb - Atlanta (https://careers.georgia.gov/jobs/53243/other-jobs-matching/location-only) Administrative & ... Housing Finance is seeking two Underwriters: + Tax Credit Underwriter + Capital Markets Underwriter GENERAL DESCRIPTION...will review and underwrite tax credit proposals to ensure financial viability and efficient allocation of the 9% and… more
    State of Georgia (05/22/24)
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  • Senior Credit Underwriter

    NJEDA (Trenton, NJ)
    …Premier Lender Program, and the Department of Environmental Protection and completing financial reviews in support of EDA tax incentive programs. $85,680 - $107,100 ... Essential Duties and Responsibilities + Interviews applicants regarding business, financial and operational matters and personal financial information;… more
    NJEDA (03/27/24)
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  • Senior Debt Products Manager: Commercial Real…

    CIBC (Chicago, IL)
    …property assessments, environmental assessments, property fitness assessments and construction cost consultant reports. + **Coordination -** You will be the liaison ... Regular **Weekly Hours** 40 **Skills** Asset Management, Documentations, Due Diligence, Financial Statements, Lending, Real Estate, Underwriting At CIBC, we are in… more
    CIBC (04/02/24)
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  • Managing Director - Miami; Principal…

    Principal Financial Group (Miami, FL)
    …Must be able to develop and maintain community relations. + Chartered Life Underwriter /Chartered Financial Consultant (CLU/ChFC), Certified Financial ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...with Principal Securities, Inc.'s RIA + Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed… more
    Principal Financial Group (06/01/24)
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  • Regional Managing Director (Omaha, NE) - Principal…

    Principal Financial Group (Omaha, NE)
    …Must be able to develop and maintain community relations. + Chartered Life Underwriter /Chartered Financial Consultant (CLU/ChFC), Certified Financial ... 500 companies. We're **No. 9** among companies in the financial services industry. Join us! *Heavy incentive component in...Principal Securities, Inc.'s RIA . + Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed… more
    Principal Financial Group (04/16/24)
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  • Senior Life Underwriting Consultant

    HUB International (Providence, RI)
    …life insurance and annuity distribution business. Our clients are insurance professionals, financial advisors, and financial institutions. We have built a ... are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers and...a Brokerage General Agency seeking an experienced life insurance underwriter with exceptional critical thinking and negotiation skills as… more
    HUB International (04/04/24)
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  • Underwriting Consultant (Hybrid in Austin,…

    Sedgwick (Albuquerque, NM)
    …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... Great Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Underwriting Consultant (Hybrid in Austin, TX) **Are you looking for an impactful job… more
    Sedgwick (06/04/24)
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  • Financial Manager, Data Analytics

    HUB International (Downers Grove, IL)
    … in our Data Analytics Group in the Midwest. The Underwriter Consultant will oversee the overall financial management of our Major Market clients' ... evidence and impact which highlight how HUB can solve those issues + Lead financial deliverables and client presentations for employers ranging in size from 250 -… more
    HUB International (04/16/24)
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  • Senior Financial Advisor

    M&T Bank (York, PA)
    …or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter ) and/or ChFC (Chartered Financial Consultant ) designation M&T ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
    M&T Bank (05/17/24)
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