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Description: The New York Life Office of General Counsel is seeking a strategic and practical retail broker-dealer attorney to join the legal team supporting New York Life's Wealth Management division, consisting of NYLIFE Securities, a registered introducing broker-dealer, and Eagle Strategies, a registered retail investment adviser, both wholly-owned subsidiaries of New York Life Insurance Company.
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Equitable Advisors is a respected wealth management firm with a proven track record in the industry. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
$135,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Firm provides sophisticated financial advisory, investment management, and concierge services to high net worth and ultra high net worth clientele. Established and growing Independent Wealth Management Firm seeks a Graphic Designer to create social media posts, website images and design, marketing images and design, and other graphics as needed.
$110,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Attach Monthly Claim Review document from our Program Manager in agency management system for each account. Communicate with co-workers, management, clients, and others in a courteous and professional manner.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Specialised in Investment Management, Retirement & Estate Planning, Tax Consulting, Retirement Income, Mergers & Acquisitions. We're a leading wealth management firm in the Baltimore-Washington area, serving clients nationwide.
Full-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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HWA Financial Group is a financial planning and investment advisory firm in Ellicott City, MD. The firm provides wealth management and investment consulting services to individuals and institutions.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems. Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
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