- Aegon Asset Management (Denver, CO)
- …Protection Solutions and Savings & Investments, comprised of life insurance, annuities , employee benefits, retirement plans, and Transamerica Investment ... and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's...and sales support delivered. + Keep the Sales Desk Manager appraised of any concerns… more
- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- Bank of America (Boston, MA)
- Financial Solutions Advisor - Consumer Investment - Boston Market Boston, Massachusetts;Boston, Massachusetts; Boston, Massachusetts **Job Description:** At Bank of ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- US Bank (Glendale, CA)
- …One. **Job Description** Reporting to the US Bancorp Advisors (USBA) call center manager , this position provides customer service to all USBA clients. In addition to ... and building customer loyalty with USBA clients and the USBA sales force. Serves USBA external customers by processing trades, determining requirements,… more
- Lincoln Financial (Radnor, PA)
- …for this opportunity. **Requisition #:** 74398 **The Role at a Glance** The Investment Analyst on the Manager Selection and Portfolio Construction Team is ... regarding the selection, oversight, placement, and termination of new and existing investment strategies offered in Lincoln Annuity , Life, and Retirement… more
- BlackRock (Boston, MA)
- …relationships with insurance companies offering Variable Annuity , Fixed Index Annuity , Registered Index Linked Annuities , Life Insurance, as well as ... asset management, risk management, and advisory services relevant to clients' investment needs. Unified under one global client platform, individual client… more
- Nuveen Investments (Boston, MA)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of ... collateral. + Provide training and support to partner sales teams on SIA ( annuity ) product knowledge,...and firm positioning efforts. + In collaboration with Internal Sales Desk Manager , mentor and ensure internal… more
- Mizuho Corporate Bank (New York, NY)
- …(up to 50% of the time) + Documented success in achieving new business and annuity sales targets + Ability to manage deal coordination across regions / branches ... and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit www.mizuhoamericas.com. Mizuho… more
- Lincoln Financial (Boise, ID)
- …Role at a Glance** The Sr. Alternatives Client Onboarding and Implementation Manager will provide subject matter expertise and direction to develop and implement ... projects/initiatives in support of Lincoln's open and closed end fund investment products. They will develop and maintain relationships with Custodians and… more
- Aegon Asset Management (Philadelphia, PA)
- …Protection Solutions and Savings & Investments, comprised of life insurance, annuities , employee benefits, retirement plans, and Transamerica Investment ... and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's...long term care, universal life, and variable and fixed annuities . These are supported by Transamerica Corporate , which… more
- Raymond James Financial, Inc. (NY)
- …corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset ... and procedures. Monitors day-to-day activities of financial advisors and registered sales assistants to ensure compliance with internal policies and procedures, and… more
- City of Boise (Boise, ID)
- Biosolids Program Manager Print (https://www.governmentjobs.com/careers/boiseid/jobs/newprint/4939820) Apply Biosolids Program Manager Salary $84,797.00 - ... seeking qualified candidates for the position of Biosolids Program Manager . This is more than just a job-join a...option for you and your family and a generous lifetime- annuity pension plan through PERSI. In addition, you'll receive… more
- Jackson National Life Insurance Company (Nashville, TN)
- …successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and ... information and marketing materials. + Works closely with the Sales Desk Manager to assist in day-to-day...LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are… more
- Jackson National Life Insurance Company (Nashville, TN)
- …successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and ... product information and marketing materials.** **Works closely with the Sales Desk Manager to assist in day-to-day...LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are… more
- Raymond James Financial, Inc. (Newtown, PA)
- …own book of business. **Essential Duties and Responsibilities** + Assists Resident Manager at each branch with the following activities: + Attracts, selects, ... Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and… more
- TIAA (Charlotte, NC)
- …and regulatory requirements that affect charitable gift planning and the administration and investment of client trusts, gift annuities , and other planned giving ... law, state and federal tax law, and state gift annuity regulation. + Works with relationship managers and gift...initiatives and the resolution of gift administration, tax, and investment issues on specific client accounts. + Reviews and… more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and ... effective questioning and listening techniques. **Ability to** + Continuously learn investment products, industry rules and regulations, and financial planning. +… more
- Equitable (Milwaukee, WI)
- …+ FINRA Series 7, 66, 24 and 51 registrations + Knowledge of Life, Annuity and Investment Products and Services **Preferred Qualifications** + Ability to make ... Branch Controls Manager ( 250000A0 ) **Primary Location** : UNITED...including but not limited to: + Responsible for ensuring sales practices, account documentation, and books and records comply… more
- Raymond James Financial, Inc. (Franklin, TN)
- …build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with ... a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success....Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial… more
- Raymond James Financial, Inc. (Bluffton, SC)
- …build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with ... a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success....Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial… more
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