- Truist (Raleigh, NC)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- System One (Woburn, MA)
- Title: Broker/ Financial Consultant Location: REMOTE Schedule: Flexible- would likely be closer to full time hours to start but mostly lean towards a part time ... schedule (more consulting) Type: Contract Responsibilities: Company is considering brokerage firms, financial advisors, health insurance sellers, mortgage… more
- 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
- Wells Fargo (Hyannis, MA)
- **About this role:** Wells Fargo is seeking a PF Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... registration + US only: Insurance licenses **Desired Qualifications:** + Full service brokerage experience + Financial advisement or planning experience + Client… more
- AON (New York, NY)
- …day will look like Client relationship management to include Special Risk brokerage and consulting, project management, financial projections, delivery of ... AON is looking for an HSM Consultant - Special Risk - Virtual Opportunity Do...look like Client relationship management to include Special Risk brokerage and consulting, project management, financial projections,… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Senior Lead Asset Movement Consultant (Senior Lead Business Execution Consultant ) to join the Money Movement ... Product team within Wealth and Investment Management (WIM). This consultant is responsible for strategic planning, research, discovery and organization of large work… more
- HUB International (New York, NY)
- …+ Manage data collection process. + Perform data analysis and basic financial analysis. + Conduct plan performance analysis. + Develop claims projections for ... existing clients. + Assist with financial modeling of plan design alternatives. + Assist in...equivalent work experience. + Minimum 3-5 years' experience in brokerage , consulting, insurance, or corporate benefits environment + Familiar… more
- HUB International (Providence, RI)
- …Founded in 1972, Brokers' Service Marketing Group is a nationally recognized insurance brokerage firm. BSMG is a nationally recognized leader in the life insurance ... and annuity distribution business. Our clients are insurance professionals, financial advisors, and financial institutions. We have built a reputation as an… more
- Friedman Management Company (Euclid, OH)
- …of contact for the full range of Advisory, Property Management, Multi-Family, Brokerage , Financial , and Construction services that it offers. Friedman manages ... Leasing Consultant Job Details Level Entry Job Location Parkside...than 15,000 apartment homes throughout the United States. Friedman's brokerage team has over 600 current listings with more… more
- Charles Schwab (San Francisco, CA)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active… more
- Morgan Stanley (Dallas, TX)
- …comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit & lending, ... Morgan Stanley is a global financial services firm that conducts its business through...a high potential candidate for the position of Mortgage Consultant Manager, reporting to the Head of Mortgage Consultants.… more
- Wells Fargo (St. Louis, MO)
- …or a combination of the following of the following industries: Wealth Management, Brokerage or Financial Services + Demonstrated experience in marketing strategy ... are seeking a Senior Marketing Manager (Senior Lead Marketing Consultant ) for the Central Division to serve as primary...role is a strategic liaison to field leadership and Financial Advisors (FA), accountable for driving the marketing strategy… more
- S&P Global (NY)
- …information to downstream applications. **Responsibilities and Impact:** A Senior Implementation Consultant is responsible for providing a range of services to ... career solving the data management issues of global top tier financial institutions. + Provides product implementation consulting services to customers including… more
- HUB International (Scottsdale, AZ)
- …market space (500+ employees) and employee benefits consultants + Prior Employee Benefits brokerage experience preferred + 3+ years of financial , clinical or ... As part of our National Pharmacy Practice, the Region Pharmacy Consultant will serve as a strategic partner to our Market Leaders and their Producer and Client… more
- Charles Schwab (Atlanta, GA)
- …advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate ... (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of experience… more
- MassMutual (Springfield, MA)
- …+ FINRA Series 7 and 24 required at time of application + 2+ years' financial services experience within the brokerage /advisory space + High School Diploma or ... preferred with a concentration in business or finance. + 4+ years financial services industry experience + Superior customer service skills. + Excellent… more
- Atria Wealth Solutions (Raleigh, NC)
- …is excited to meet new people, develop genuine relationships, and act as their personal consultant to assist them with their financial needs and goals. + An ... Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit...employee of Coastal and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC).… more
- M&T Bank (York, PA)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....of each customer. + Deliver a diversified set of brokerage , investment and insurance and advice-based solutions to meet… more
- Federal Reserve System (Dallas, TX)
- …or related field. + Minimum of seven years of relevant experience in banking, brokerage and financial services, or banking supervision. + Strong knowledge of ... dedicated to serving the public by promoting a strong financial system and a healthy economy for all. These...responsible for assessing markets and securities compliance for the brokerage and investment advisory operations. In this role you… more
- City of New York (New York, NY)
- …of satisfactory full-time experience in investment activities of a governmental agency, financial institution, or brokerage firm; or 2. A baccalaureate degree ... official records align with the manager and third party consultant records. This position will report to the Group...full-time experience in investment activities of a governmental agency, financial institution or brokerage firm. Special Note:… more