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Job Description Join a Winning Team CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.
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Manage and supervise a team of Senior Analysts and Analysts, executing across a variety of regulatory compliance and financial crime-related functions, to include, but not limited to, Bank Secrecy Act (BSA), Anti-Money Laundering, Office of Foreign Asset Controls (OFAC), Know Your Customer (KYC), including Identification Verification (ID&V), Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), and Ongoing Monitoring, and/or fraud investigations for our client.
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Main focus: Debt & Derivatives – read the Agreement and process it (Training will be provided).
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SUMMARYThe Licensed Insurance Agent, I (LIA, I) receives inbound calls from our client’s residents requiring assistance with RealPage Insurance products. SUMMARYThe Licensed Insurance Agent, I (LIA, I) receives inbound calls from our client’s residents requiring assistance with RealPage Insurance products.
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Analyze & monitor current and past KPI’s related to all facets of the business (Safety, Operations, Commercial, Financial, ESG, HR). Senior Financial Analyst - Kankakee, IL. The Financial Analyst role at company is a key member of the Financial Planning and Analysis team, and core support as a business partner to company leadership team across all functions.
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As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer’s retirement savings goals, such as 401K and IRA products.
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We partnered with an Independent RIA who are urgently in need of a Financial Advisor! Design comprehensive financial plans that encompass investment strategies, retirement planning, estate planning, and more, showcasing your skills.
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SAR and 8955 SSA)Coordinates filing of Pension Plans 990’s and 990T with VEBA TrustProvide information and coordinates support and analysis for audits including ERISA audit, includes statistical analysis of variances to prior years Financial Statements.
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The Senior Financial Strategy Analyst independently analyzes, models, and forecasts private label and co-brand credit card portfolio performance to support internal partners and leadership, in addition to developing client contract deal structures, promotional pricing, file performance tracking, file automation and maintenance, and ad hoc projects as needed.
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Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds (1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals.
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Calling all financial professionals looking for a role 100% focused on sales! Review prospects' personal financial situation and provide solutions. 2+ years experience working in financial services.
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Be the voice of Fisher Investments to prospective clients Review prospects' personal financial situation and provide solutions Educate prospective clients on the competitive landscape Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections.
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Job Title: Sr Scrum Master with Project Manager, Banking / Financial domain exp Location: Plano TX – Need locals only / Onsite role Duration: 12 months Required Qualifications: Education: Bachelor’s degree in Computer Science, Information Technology, Business Administration, or a related field.
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We are seeking a dynamic and motivated Personal Lines Insurance Sales Representative to join our growing team.
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Senior Associate Data Scientist - Statistical Analysis, Financial Services. Our team has a relentless focus on the craft of modeling and innovation, using the latest in computing and machine learning technologies and operating across billions of customer records to unlock the big opportunities that help everyday people save money, time and agony in their financial lives.
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Title: financial agent Company: Caleb Conner Insurance Agency in Plano, TX
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