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An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Minimum of 3-5 years of experience in fraud operations, audit, or controls assurance within a reputable financial services environment, with a significant focus on electronic funds transfer regulations, particularly Reg E. High proficiency in Microsoft Excel, including pivot tables, lookup functions, complex formulas, index search, and conditional formatting.
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DescriptionThe Technology Chief Financial Officer, ('Tech CFO ') is responsible for financial leadership of Humana's global Tech operations, including strategy and execution from new project prioritization and planning to ongoi.
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Key strategic advisor to the President and CEO on financial issues related to Defenders of Wildlife and Defenders of Wildlife Action Fund. The Vice President of Finance/Chief Financial Officer (CFO) is responsible for supervising and directing the operation and implementation of the financial management and compliance functions of Defenders of Wildlife and Defenders of Wildlife Action Fund. They report to the President & CEO and work closely with the Vice Presidents of Marketing and Philanthropy and other senior staff to provide accurate, timely, and strategic financial counsel to the organization.
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Inform financial advisor of client issues of significant concern. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and highly professional manner.
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The Manager of Financial Reporting works closely with the Director of Financial Reporting and accounting staff to coordinate delivery of Financial Reporting Services, as well as functioning as the primary financial advisor and finance advocate for the areas supported.
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Reed Smith is a preeminent advisor to industries including financial services, life sciences, health care, advertising, entertainment and media, shipping and transport, energy and natural resources, real estate, manufacturing, technology, and education.
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We help give survivors of domestic violence a voice through financial empowerment. Utilize your Personal Lines or Property & Casualty Lines license as a professional trusted advisor. Serve as a trusted advisor by uncovering the prospect’s needs, identifying gaps in coverage, recommending solutions, and converting them into customers using a proven sales strategy.
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We've been an industry leader in pricing sophistication, telematics, digital photo claims and, more recently, device and identity protection. Good Work. Good Life. Good Hands. Work from home to drive sales growth for the organization by connecting with interested prospective customers via inbound and outbound calls, live chat, SMS, etc.
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Strong understanding of the AI-powered financial advisor, investment research, and social investing product markets. Our AI-powered financial advisor can help you create a personalized investment plan and track your progress over time.
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Thrivent Financial Advisor. Skills acquired in these fields transition well into the financial advisor role. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more.
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Description :If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect.
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Financial Professional- Advisor Assist ( 2400002L ) Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.
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The advisor will also assist new transfer students and guide them in their transition to UMBC so that they are matched with the appropriate student support services. Reporting to the Director of Academic Advising for CAHSS, the academic advisor will provide academic support including student recruitment and success efforts to students throughout the College in various programs and departments.
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