- Truist (Alpharetta, GA)
- …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
- 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 (Anchorage, AK)
- **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... to qualify for immediate FINRA registration **Desired Qualifications:** + Full-service brokerage experience + Financial advisement or planning experience +… 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
- Charles Schwab (Redmond, WA)
- …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
- Friedman Management Company (Canton, MI)
- …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 Job Location Ridgeline at Canton...than 15,000 apartment homes throughout the United States. Friedman's brokerage team has over 600 current listings with more… 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
- CBRE (Alexandria, VA)
- Client Consultant - Real Estate Portfolio Strategy Planning Job ID 167679 Posted 28-May-2024 Service line GWS Segment Role type Full-time Areas of Interest Property ... Management, Sales & Leasing, Sales/ Brokerage , Workplace Strategy Location(s) Alexandria - Virginia - United...United States of America **About the role** The Client Consultant oversees a variety of research initiatives used in… 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
- WTW (San Francisco, CA)
- …a variety of countries. Specifically, you will be responsible for coordinating local brokerage and consulting services in the area of medical and other insured ... issues with our clients. + Develop and present global or regional financial and stewardship reports. + Effectively manage projects using established project… more
- US Tech Solutions (New York, NY)
- …investment team for portfolio company data and compile quarterly company updates and financial stats, once received (QFR only) + Coordinate review by fund admin and ... + Assist with invite list generation and liaise with Brokerage events team on distribution (Annual Meeting only) +...broader PC&E team + Logistics + Work closely with Brokerage events team to coordinate meeting location and other… more
- Charles Schwab (Lynnfield, MA)
- …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
- WTW (Dallas, TX)
- …Manager (PBM) vendor procurement and negotiation * Audits of PBM performance ( financial and operational) * Strategy for specialty pharmacy products * Evaluation of ... of large group pharmacy benefit plans gained in a consulting, brokerage or carrier/pharmacy benefit manager environment * Proven experience creating project… 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
- Morgan Stanley (Gilbert, AZ)
- …*Required Qualifications*:** * Bachelor's degree or equivalent * 1-3 years ofrelevant financial services or brokerage sales experience preferred * Securities ... VCSyou'll have the unique opportunity to join a team of highly skilled Financial Advisors dedicated to providing personalized virtual advice for the modern investor.… more
- M&T Bank (Lancaster, PA)
- … Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively...interests of each customer. *Deliver a diversified set of brokerage , investment and insurance and advice-based solutions with a… more