- Raymond James Financial, Inc. (Raleigh, NC)
- …clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of ... Duties and Responsibilities:** * Works in cohesion with other Virtual Financial Advisors to oversee over $2 billion in...banking industry. * Post issue product details spanning various annuity products. * Understand all aspects of variable … more
- Wells Fargo (Charlotte, NC)
- …. **In this role, you will:** + Support the Wells Fargo Annuity Business via phone-based consultations, presentations and virtual meetings + ... **About this role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship Group… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have a passion for providing ... excellent customer experience to our annuity contract owners and financial advisors of the firm....Investment Central associates. * Works in cohesion with other Virtual Financial Advisors to oversee over $3 billion in… more
- Thrivent Financial (Altamont, IL)
- …the Thrivent umbrella, is seeking a highly organized and client-focused Support Advisor . This hybrid position supports both investment operations and client service ... Altamont, or Southaven office, depending on the employee's location. Virtual flexibility may be considered. Job Description Position Roles/Responsibilities/Accountabilities… more
- CVS Health (Miami, FL)
- …enrollment meetings, employee health fairs, wellness events, and other onsite or virtual engagements to educate and inform members about available benefits and ... Health systems to serve as a subject matter expert and trusted advisor . + **Issue Escalation & Follow-up:** Collaborate cross-functionally with internal teams… more
- Lincoln Financial (Radnor, PA)
- …with internal stakeholders to gather insights, promote content, and align with advisor and client needs. + Monitor industry experts and publications to incorporate ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more
- Lincoln Financial (Radnor, PA)
- …that support our go-to-market strategy. The focus will be on enhancing advisor engagement and driving acquisition and retention across our retail insurance and ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more
- Lincoln Financial (Fort Wayne, IN)
- …consulting agreements, confidentiality agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting, negotiating, and ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more
- Lincoln Financial (Charlotte, NC)
- …change management. + Act as a subject matter expert and trusted advisor , translating complex AI concepts into actionable strategies for development teams. + ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more
- Lincoln Financial (Greensboro, NC)
- …a Glance** The Vice President, Legal Contracts serves as a strategic legal advisor and thought leader, driving the development, negotiation, and execution of complex ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more
- Lincoln Financial (Hartford, CT)
- …systems to ensure data accuracy and consistency. * Serve as a key advisor within the Anaplan Center of Excellence, mentoring model builders and promoting knowledge ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more