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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.
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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.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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The firm's attorneys routinely advise their clients on all aspects of banking, corporate governance, employee benefits and compensation, estate planning, healthcare, immigration, intellectual property, labor and employment, litigation and risk management, mergers and acquisitions, real estate, securities, tax, and wealth management.
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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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As a Senior Director you have demonstrated experience planning across media and channels, development and management of campaigns that generate measurable return and can work across multiple of our core vertical markets (Financial Services & Wealth Management, Healthcare, Retail, Travel, Media and Entertainment, B2B, High Tech.
$219,650 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. 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.
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Experience with regulations set by the Chief Financial Officers (CFO) Act, Federal Managers Financial Integrity Act (FMFIA), Federal Financial Management Improvement Act (FFMIA), Office of Management and Budget (OMB), and US Government Accountability Office (GAO), preferred.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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As soon as an employee enters a customer facility, they touch one of these applications which are critical to the daily functions of thousands of users across acquisition, business, finance, HR, training, recruitment, program management, security, logistics and more.
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Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management.
ExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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The selected employee will act as a liaison between clients, adjusters, lawyers, insurance companies, claims management and other related client services for personal lines automobile and homeowners and commercial lines property and casualty in accordance with the practices, policies and procedures of the Company.
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As influential problem solvers, Customer Service Specialist – Offer best in class service and possess a wealth of tire knowledge makes a real difference to our customers. Proficient use of multiple software programs such as Excel, PowerPoint, Word, and related order management systems.
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Are you an experienced tax accounting professional seeking an exciting opportunity to showcase your project management skills? We provide wealth & tax planning, preparation, virtual CFO services, accounting, and payroll processing.
$90,000 - $120,000 a yearExpandApply NowActive JobUpdated Today
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