- Raymond James Financial, Inc. (Memphis, TN)
- …associates or clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in ... Investment Central associates. * Works in cohesion with other Virtual Financial Advisors to oversee over $2...of banking and finance and securities industry operations. * Financial markets and products including annuities , UIT's,… more
- MetLife (ME)
- Sr. Technical Insurance & Annuity Advisor City/Cities Tampa, Warwick, West Des Moines State(s) Florida, Iowa, Rhode Island Country United States Working Schedule ... function will be to support our retail life and annuity operations teams by researching complex case scenarios and...Skills:** **Required:** . 8+ years experience in Life insurance, annuities or financial operations . Focus on… more
- TD Bank (Downingtown, PA)
- …related questions, including pay details for this role. **Job Description:** The Financial Advisor II (FA) role requires previous experience selling investments ... point of contact, providing expertise for MA clients on managed investments, financial planning and annuities /insurance. The job is directly responsible for… 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
- 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
- Edward Jones (St. Louis, MO)
- …will contribute to our financial advisors and client experiences for Insurance and Annuities . The focus for this role is to improve experiences for Annuity ... focus. Changing the future of our firm, the industry and the advisor -client relationship. **Job Overview** Position Schedule: Full-Time In 2022, Edward Jones… 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
- Atria Wealth Solutions (Houston, TX)
- …the firm in mitigating certain risk conditions associated with client accounts and financial advisor activities. This position is responsible for conducting the ... solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their… 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