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Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other.
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Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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About the Financial Advisor Role:As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
$83,000 - $139,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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10+ years of experience working in the financial services industry, preferably in asset management and/or wealth management, across the discretionary advisory and model delivery space, including 10+ years of experience in investment product research and development and platform distribution strategy and positioning.
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3+ years of progressive experience in IT sourcing or IT asset management, IT service management, information technology, project management, or other IT management experience.
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The VP/SVP, Deputy Chief Credit Officer will support ownership and growth of Debt Strategies (Acquisition and Asset Management), ensuring appropriate risk management in conjunction with the Chief Credit Officer.
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The Digital Asset Product Manager will work on product development, management, strategy, and marketing of a range of Fidelity Digital Asset Managment s (FDAM) crypto and digital asset investment strategies and products.
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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
$225,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The incumbent will also be leading periodic investments, economic and financial markets-related projects and initiatives related to asset allocation activities, and also necessitate collaboration with internally managed portfolio management leadership as well.
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CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Credit Union in the Cambridge, MA area.
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5+ years of experience working with actuarial concepts, fixed-income asset modelling, and financial risk management and/or life insurance products. The “GIA and VA Asset Modeling & Development” team of Quant R&D has primary responsibilities for modeling all of the GIA’s assets, ensuring and maintaining critical Portfolio Management dependent operations for the GIA and Variable Annuity programs, and generating ALM pricing and risk analytics for all of Quantitative Portfolio Management’s hedging programs.
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The incumbent will also be leading periodic investments, economic and financial markets-related projects and initiatives related to asset allocation activities, and also necessitate collaboration with internally managed portfolio management leadership as well, as they relate to public fixed income.
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Audit teams work alongside the Treasury, Finance, and Risk divisions to conduct reviews of the Company's liquidity risk management, interest rate risk management, asset liability management practices.
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The Vice President will also develop direct relationship management responsibilities through interactions with current and prospective clients and professionals at other financial institutions, law and private equity firms.
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Collaborate and coordinate with real estate and asset management staff as well as auditors to:Review potential acquisitions, debt, equity, and public subsidy proposals as well as partnership/operating agreements.
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financial sales advisor asset management jobs Title: financial advisor in Everett, MA
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