- ADP (Dallas, TX)
- …Summary:** The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ... ADP Retirement Service 's clients. They are the primary point of contact...and also assist employees with individual account transactions. The Retirement Services Representative must be capable of… more
- HUB International (Blue Bell, PA)
- …maintain their own unique, regional culture. We currently have an opportunity for a **Plan Service Representative ** . As a Plan Service Representative , ... responsible for managing a block of existing business while applying exceptional service standards resulting in strong retention. This position will be responsible… more
- Lincoln Financial (Radnor, PA)
- …#:** 75123 **The Role at a Glance** As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors ... **What we're looking for** _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days + FINRA … more
- US Bank (Minneapolis, MN)
- …what you excel at-all from Day One. **Job Description** The Account Service Representative stablishes and maintains great working relationships with assigned ... maintaining an accurate accounting of assigned portfolio specifics. Maintains high service satisfaction by following up on client inquiries, providing training, and… more
- ADP (Florham Park, NJ)
- …see for yourself!** As a Digital Sales Associate, you will sell ADP's Retirement Services 401(k) solutions over the phone using virtual technologies. With a little ... that put millions of employees on the road to retirement readiness. Your day-to-day will focus on daily goals...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Charles Schwab (Indianapolis, IN)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients ... clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate...of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid… more
- Edward Jones (St. Louis, MO)
- …former FA is unable to meet those obligations. + Provide excellent client service and suitable investment advice during the transition period. + Provide initial ... contact and ongoing guidance and service to the clients. + Research...no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and… more
- ADP (La Palma, CA)
- ADP is hiring a **Sales Representative for Retirement Services** . + **_Are you ready to control your financial future with unlimited upside earnings ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little help from...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- ADP (Cleveland, OH)
- ADP is hiring a Sales Representative for Retirement Services in our Major Accounts division. + Are you ready to control your financial future with unlimited ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions at accounts with greater than...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Foresters Financial Services (Westbury, NY)
- … Representative 's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing ... of support is dictated by whether the incumbent is FINRA licensed. + As directed by the representative...services including Mutual Funds, Annuities and Life Insurance, + Retirement products including IRAs and 403(b)s + College funding… more
- US Bank (St. Charles, MO)
- …the Client Relationship Consultant duties, Premier Client Relationship Consultants hold FINRA registrations in order to refer clients to registered representatives ... Relationship Consultant. Premier Client Relationship Consultants must actively maintain FINRA registrations to meet defined referral client and wealth management… more
- Atria Wealth Solutions (Marion, IN)
- …in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others? The ... on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial… more
- Jackson National Life Insurance Company (Nashville, TN)
- …including but not limited to Jackson Products, Jackson.com, portfolio tools, representative dashboard self- service tools, performance center, the sub-account ... Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker/Dealer representative partners to provide field and virtual training on Jackson's… more
- Atria Wealth Solutions (Corning, NY)
- …(CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, NY, and the ... as their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive...drive and passion to deliver the highest level of service to credit union members and clientele to help… more
- Atria Wealth Solutions (Fort Worth, TX)
- …with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. EECU Credit ... place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Remains visible to the appropriate segments of the public to… more
- Atria Wealth Solutions (Sandusky, MI)
- …LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services to our customer base in and around our service ... Bank & Trust has been providing customers with outstanding service since 1895. Whether we are the new face...quarterly and/or yearly depending on client needs established by Representative . + Remain visible to the appropriate segments of… more
- Atria Wealth Solutions (Richmond, VA)
- …L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Richmond, Virgina ... area. Argent Credit Union is a full- service , not-for-profit financial cooperative headquartered in Chester Virginia with eight branch locations throughout the… more
- T. Rowe Price (Baltimore, MD)
- …fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to ... their assigned T. Rowe Price investment strategy(s) and a representative of those investment portfolios across the firm. The...PA supports the firm's efforts to provide outstanding client service and to gather and retain assets. The Lead… more
- Atria Wealth Solutions (Cincinnati, OH)
- …P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the northern ... $4.6 billion in assets and serving nearly 290,000 members. As a not-for-profit, full- service banking option, it has experienced significant growth over the years and… more
- Truist (Norcross, GA)
- …manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services ... clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding… more