- Raymond James Financial, Inc. (St. Petersburg, FL)
- …associates or clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. Fosters and assists in the development of ... Investment Central associates. * Works in cohesion with other Virtual Financial Advisors to oversee over $6...of banking and finance and securities industry operations. * Financial markets and products including annuities , UIT's,… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to ... needs and provide opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's individual… more
- Fifth Third Bank, NA (OH)
- …securities and / or insurance transactions for the broker-dealer, investment advisor and insurance agency. + Determines whether transactions are in conformance ... limited to the following: reviewing all variable insurance products and fixed annuities including Variable and Indexed annuities , Variable Universal Life, Long… more
- Florida Atlantic University (Boca Raton, FL)
- …Workday employee account. Position Summary: Florida Atlantic University is seeking an Academic Advisor 1 - Boca Raton, FL. Summary of Responsibilities: + Serve in ... such areas as time management, study skills, test-taking strategies, financial literacy, and others. + Manage a caseload of...second-year students, this position will require some evening and virtual working hours on a rotating basis. + Perform… more
- MassMutual (Boston, MA)
- …Develop and track metrics showing the value of the CE program. + Understand financial planning tools to uncover and integrate annuities into planning process. + ... **Practice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSD** **Full-Time, Boston, Springfield...Guide Pro + Train financial advisors on financial planning tools at both virtual and… more
- MassMutual (Springfield, MA)
- …sales through partnership with your Disability Regional Director, as well as conducting virtual meetings for advisors and agency annuity specialists on ... Insurance product ideas and concepts and successfully answer incoming advisor questions. Additionally, you'll proactively start sales conversations within assigned… more
- Lincoln Financial Group (Radnor, PA)
- …opportunity. **Requisition #:** 72719 **The Role at a Glance** As the Financial Services Sales Representative, you will build and maintain business relationships ... established individual and team sales goals and help the advisor provide the right solutions to their clients. This...experience **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- Jackson National Life Insurance Company (Nashville, TN)
- …to ensure targets are attained and adjustments made when necessary. + Host a weekly advisor facing virtual meeting for Pod advisors - presenting a relevant and ... plan to achieve sales goals by covering a targeted advisor segment - effectively covering the opportunity gap within...strategic business plans that target a specific set of financial professionals within multiple territories in order to attain… more
- Lincoln Financial Group (Columbus, OH)
- …for each enhancement + Collaborates and serves as a trusted marketing advisor to critical cross-functional business partners, most notably in Product and ... \#LI-Remote **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make...you successfully manage your career + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K… more
- Cornell Cooperative Extension (Kingston, NY)
- …in the CCE Climate Resilience Partnership (CRP) and acts as an influential advisor and consultant to municipalities, program participants, members of the public, and ... Greenway Guide. Methods of delivery include: in person and virtual forums, trainings and workshops; development of brochures, flyers...evaluate related programs. Ability to serve as an effective advisor and consultant to members of the public and… more