- ADP (Dallas, TX)
- …The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP ... ** Retirement Services Representative (401k)** **Position... Retirement Service 's clients. They are the primary point of contact for… more
- US Bank (Chicago, IL)
- …financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range ... business opportunities based on knowledge of clients, markets, products, and services . Makes sales presentations to existing and prospective clients informing them… more
- Lincoln Financial (Radnor, PA)
- …opportunity. **Requisition #:** 75123 **The Role at a Glance** As the Financial Services Sales Representative for MoneyGuard, you will build and maintain ... financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record 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 , ... retirement plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement plans +… 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
- 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
- ADP (Florham Park, NJ)
- …and 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 ... 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
- 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
- US Bank (St. Paul, MN)
- …Skills/Experience** - Considerable knowledge of applicable laws, regulations, financial services , and regulatory trends that impact their assigned line of ... business - Considerable understanding of the business line's operations, products/ services , systems, and associated risks/controls - Thorough knowledge of… more
- US Bank (Charlotte, NC)
- …Preferred Skills/Experience: - Intermediate knowledge of applicable laws, regulations, financial services , and regulatory trends that impact their assigned line of ... business - Intermediate understanding of the business line's operations, products/ services , systems, and associated risks/controls - Thorough knowledge of… more
- US Bank (Hackensack, NJ)
- …and growth of the DFS Retail business. Works with clients to explain leasing services and to discuss rates and terms. Works closely with internal support teams to ... long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on… 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...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...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Principal Financial Group (Grand Rapids, MI)
- …years of experience. + 2+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating ... is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA … more
- Foresters Financial Services (Westbury, NY)
- …Description What we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance while ... enhancing the service experience of clients*. *This role requires ...of support is dictated by whether the incumbent is FINRA licensed. + As directed by the representative… more
- Principal Financial Group (Detroit, MI)
- …with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + Plan level health reviews. ... licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA … more
- Jackson National Life Insurance Company (Lansing, MI)
- …Compliance Analyst, Distribution Surveillance assists in maintaining compliance with FINRA and SEC regulations, specifically developing and implementing compliance ... controls, monitoring registered rep activities, and creating and evaluating processes and procedures to improve efficiencies and compliance with applicable… more
- Atria Wealth Solutions (Marion, IN)
- …on products and services to members and non-members regarding planning for retirement and investment services . Services include an analysis of current ... the development of a marketing plan for products and services offered through Credit Union Service Organization...by Via Credit Union and registered through CUSO Financial Services , LP (CFS). Member FINRA /SIPC. CFS is… more
- US Bank (St. Charles, MO)
- …procedures, documentation and systems - Advanced knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in ... information, educating clients on available deposit and loan products and services , and recommending solutions based on each customer's unique goals. Consultants… more
- Atria Wealth Solutions (Corning, NY)
- …P. (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 ... drive and passion to deliver the highest level of service to credit union members and clientele to help...SIPC (http://www.sipc.org/) ). To learn more about CUSO Financial Services , LP visit www.cusonet.com . CFS (Member FINRA… more