- Fidelity TalentSource LLC (Merrimack, NH)
- …delivering highly personalized value to executivesYou have demonstrated knowledge of brokerage , insurance, money management, estate planning, financial planning ... and plan sponsors and provides an elevated level of assistance for brokerage , insurance, money management, estate planning, financial planning and retirement… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 ... customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning,… more
- Fidelity TalentSource LLC (Boston, MA)
- …us build lasting client relationships.The Role As a Health and Welfare Benefits Consultant , you will manage projects and client relationships spanning a variety of ... experience working with H&W plan financials, preferably at a benefit consulting/ brokerage firm or through a health underwriting/actuarial function at an insurance… more
- Hired by Matrix (New York, NY)
- …cultures and dynamic teams. We even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their future job searches. Hired by ... full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics,… more
- CJ Logistics America (Des Plaines, IL)
- …Payable Analyst position will be situated within the growing asset-based and brokerage transportation departments of CJ Logistics. This role requires a high level ... integral support and details during monthly close on expense accruals, financial analysis, and summaries for transportation operating leaders as requested.Contribute… more
- CJ Logistics America (Des Plaines, IL)
- …assisting the TransFinance Customer Invoicing & Reporting Team in reporting, financial analysis, and driving continuous process improvement across the Transportation ... will work in close collaboration with the Carrier Management, IT, Brokerage , and Transportation Operations teams in the development, maintenance, and continuous… more
- CJ Logistics America (Lula, GA)
- …within the network to optimize performance. Provide oversight of financial planning, personnel development, asset management/utilization and overall profitability of ... within the network to optimize performance. Provide oversight of financial planning, personnel development, asset management/utilization and overall profitability of… more
- CJ Logistics America (Nazareth, PA)
- …within the network to optimize performance. Provide oversight of financial planning, personnel development, asset management/utilization and overall profitability of ... related field preferred, MBA highly preferred. 10+ years of experience in Logistics/ Brokerage or 3PL segment of the logistics industry.Experience with LTL and… more
- Truist (Nashville, TN)
- …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
- ManpowerGroup (St. Louis, MO)
- **Job title:** Brokerage Account Specialist Experis is seeking a ** Brokerage Account Specialist** to join our team to work with our leading financial ... schedule + Medical, Dental, Vision, 401k + Weekly pay with direct deposit + Consultant Care support + Free Training to upgrade your skills + Dedicated Career Partner… more
- System One (Woburn, MA)
- Title: Broker/ Financial Consultant Location: REMOTE Schedule: Open to full and part time hours Type: Contract Responsibilities: Company is considering ... brokerage firms, financial advisors, health insurance sellers, mortgage sellers as a new business channel that does not yet offer their services in the USA.… 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
- HUB International (Erie, PA)
- …building success by developing relationships with others **About this job:** The Consultant will provide strategic account management and brokerage services to ... toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **We are the perfect fit if you:** +… more
- Charles Schwab (Lone Tree, CO)
- …satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial ... Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts, Health/Dental/Vision plans + Work/Life Balance: Sabbatical, New… more
- HUB International (Delaware, OH)
- …The Benefits Consultant (BC) will provide strategic account management and brokerage services to assigned health and welfare benefit plan (EB) clients, having ... Benefits Consultant Location: Columbus, OH (Hybrid) **Job Title** :...in support of assigned clients. + Send clients monthly financial reports with comments. + Follow an annual service… more
- HUB International (Wilmington, MA)
- …regional culture. We currently have an opportunity for a **Senior Underwriting Consultant ** . The Senior Underwriting Consultant identifies, reviews, evaluates ... + Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine… 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 (Tysons Corner, VA)
- …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 ... rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this role is also eligible… more
