- ADP (Louisville, KY)
- … Services Representative is a licensed Retirement Services professional responsible for providing exceptional service to the employees of ADP ... Retirement Service 's clients. They are the primary point of contact...and also assist employees with individual account transactions. The Retirement Services Representative must be… more
- DXC Technology (Columbia, SC)
- …for general service teams and enhanced QA review required for FINRA registered associates performing transactions on products with Variable investment feature ( ... the power of technology to deliver mission critical IT services that our customers need to modernize operations and...outgoing mail for multiple clients in accordance with established service level agreements. + Performs data entry and matches… more
- Bank of America (Jacksonville, FL)
- Sr Registered Phone Rep - Retirement and Benefits Investment Specialist Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job ... Merrill Lynch Advice Access, and Self-Directed Brokerage. **Required Qualifications:** + FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and… more
- Equitable (Charlotte, NC)
- Individual Retirement Premier Customer Service Representative ( 240000BA ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... and may fluctuate daily within the hours of operation. The Customer Service Representative (CSR) position handles various types of incoming inquiries,… more
- Bank of America (Scranton, PA)
- Financial Service Representative - Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida; Scranton, Pennsylvania **Job ... + Experience in a call center or a financial/banking center + Customer service experience + Understands Retirement plans and products + Knowledge of… more
- ADP (Florham Park, NJ)
- ADP is hiring **Inside Sales Representatives for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions over the phone...experience or internships in Retail, Marketing, Business Development, Food Service , Insurance Sales, or another relevant industry, OR +… more
- Lincoln Financial Group (Radnor, PA)
- …opportunity. **Requisition #:** 73197 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business relationships ... _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days...core businesses - annuities, life insurance, group protection and retirement plan services . As of December 31,… more
- ADP (Louisville, KY)
- ADP is hiring an Advisor Service Representative + _Do you thrive in a fast-paced environment?_ + _Are you a natural at building strong relationships with your ... essential component to the success of ADPRS. The Advisor Service Representative role serves as the ...401k Service experience. QKA, QKC or other Retirement Service Industry designations are a plus.… more
- HUB International (Blue Bell, PA)
- As a Plan Service Representative , you will be responsible for managing a block of existing business while applying exceptional service standards resulting in ... plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement...the equivalent combination of education and experience. + Requires FINRA Series 6, 63, and 65 (or 7 and… more
- Charles Schwab (Lone Tree, CO)
- …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 ... to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when… more
- ADP (Troy, MI)
- 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
- Foresters Financial Services (Dublin, OH)
- …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 (Chicago, IL)
- …employment:** + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA ... the next level. The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join our team. Your skills valuable, make a wise choice and… more
- Principal Financial Group (Charlotte, NC)
- …highly desired + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA ... Do** Come join the Advisor support team as a ** Retirement Sales Specialist** ! In this role you'll work...you'll do:** + Responsible for internal sales activities for Full- Service Accumulation. + Educate and consult with advisors and… more
- Principal Financial Group (Minneapolis, MN)
- …Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities. + Plan level health reviews. ... solutions that meet business goals of retention, growth, and retirement readiness to name a few. Here are a...Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and… more
- Principal Financial Group (Bethesda, MD)
- …Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities. + Plan level health reviews. ... solutions that meet business goals of retention, growth, and retirement readiness to name a few. Here are a...Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and… 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
- Atria Wealth Solutions (Riverside, CA)
- …learn more about CUSO Financial Services , LP visit www.cusonet.com . CUSO Financial Services , L. P. (CFS) (Member FINRA /SIPC) is a broker-dealer and RIA with ... As part of our relationship Wescom Financial Services , LLC, CUSO Financial Services , LP...their long-term financial goals. Provide advice and guidance regarding retirement planning, college funding, long-term investing the members' financial… more
- Atria Wealth Solutions (Spokane, WA)
- …L. P. (CFS) Spokane Teachers Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the ... Description STCU is seeking a Financial Advisor to provide retirement and investment services in the Spokane,...SIPC (http://www.sipc.org/) ). To learn more about CUSO Financial Services , LP visit www.cusonet.com . CFS (Member FINRA… more
- US Bank (Medford, OR)
- …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