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Preferred QualificationsFamiliarity with insurance and financial services industry, Broker/Dealer regulatory requirements, Insurance regulatory requirements, compliance policies and procedures.
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Were a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. Were a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor.
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
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Under supervision and oversight, prepares sections of the appraisal report for the purposes of dispute resolution, mortgage underwriting, acquisition/disposition, portfolio analysis and estate purposes as well as other intended uses.
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Work Style: Hybrid Location: Minneapolis - Chicago - PittsburghSpecific tasks/qualifications include:Lead broker on complex insurance programs - Perform strategic assessment, design solutions and negotiate risk transfer products.
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Monitor the upcoming transaction, reviewing for completeness and compliance and ensuring all necessary information has been ordered and is accurate, i.e. payoff, abstract, title evidence, reports, mortgage documentation, and other pertinent information and review for completeness and compliance.
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Plan for and present quarterly progress reports on goals to the client and broker. In addition to standard benefits, Gravie's package includes alternative medicine coverage, flexible PTO, up 16 weeks paid parental leave, paid holidays, cell phone reimbursement, education reimbursement, and 1 week of paid paw-ternity leave just to name a few.
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We work in the areas of Mortgage Protection, Final Expense Protection, Debt Elimination, retirement planning for our younger clients and retirement preparation for those clients ready to retire.
Full-timeWork from homeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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To learn more, join today, or speak to our Managing Broker, please visit our website (link below). To learn more, join today, or speak to our Managing Broker, please visit our website (link below.
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Just for fun Discounts on retail, travel, fitness, moving, mortgage lending and pet insurance. For your nest egg Competitive 401 (k) and spending accounts, RRB retirement annuity, opportunities to purchase Berkshire Hathaway stock.
$34.27 an hourFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Under the direction of the Controller, the Assistant Controller is responsible for preparing accurate accounting and financial information for the broker-dealer in accordance with GAAP, FINRA, MSRB, and SEC rules and regulations.
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In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
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We work in the areas of Equity & Mortgage Protection, Debt Elimination and Infinite Banking, Final Expense protection, Retirement Planning for our younger clients and Retirement Preparation for those clients ready to retire.
$50,000 - $95,000RemoteExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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FDC , CVent , Meeting Broker, and Lanyon. This position will be focusing on the SMERF market for the Embassy Suites by Hilton Minneapolis North and the Hampton Inn & Suites Lino Lakes. FDC , CVent , Meeting Broker, and Lanyon.
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mortgage broker jobs in Minneapolis, MN
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