Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete……

Answers customer inquiries or concerns via phone calls and emails to process truck payments, provide account status updates and payoff information in a……

Perform case analysis and develop recommendations. Already have federal and state licenses and registrations for securities, including *SIE, Series 7, Series 66……

Encouragement and support for the pursuit of advanced designations (CPA, CFA, CFP) and continuing education in the financial planning and investment management……

Bachelor’s degree in business, administration, accounting, finance, financial planning, property and casualty or similar field of study preferred.…

*Office Support:* routing phone calls, processing mail. *Supporting Role*: for Project Manager and Client Accounting Managers with regard to incoming statements……

Places new and renewal business with binding authority, brokerage markets and/or personal lines markets, and makes appropriate decisions within own underwriting……

\* Provide evidence-based counseling to clients. Desire to engage in CEU courses to advance clinical knowledge. Graduate degree from accredited institution.…

Support budgeting, financial forecasting, and cash flow for administration, existing programs, and future programs. Assist in developing a draft annual budget.…

A successful candidate will possess impeccable attention to detail, as well as the ability to develop and maintain collaborative relationships both internally……

A bachelor's degree in finance or a related field. Assisting advisors in developing customized comprehensive financial plans focused on cash flow, tax,……

Series 65 license required within first 6 months of employment. Training to work with clients to assess their financial situation, identify their financial……

Series 7, and 66 license. We are seeking applicants with a minimum of 5 years in the financial services industry to add to our growing client book, with……

A minimum of 5 years of experience in the Financial Services field is preferred. Company paid licensing and certifications. Retirement plan with company match.…

CPA certified or CPA equivalent certification preferred. This position will serve as the tax manager for all state and local tax obligations across our……

Understanding and answering technical questions about client’s investment accounts. In collaboration with our Wealth Management Advisor and other team members,……

Answer phones and greet walk-in clients. Handle policy changes, provide proof of insurance, and answer billing questions. Customer service: 1 year (Preferred).…

SIE Exam and Series 7 license required. Bachelor's degree in finance, business, or a related field. Proficient in Microsoft Office suite and CRM tools.…

Comprehensive financial planning including income tax mitigation, cash flow planning, estate distribution and trust planning, insurance analysis, charitable……

Series 6, 7, 66, or 65 license (Preferred). Developing expertise in our firm’s technology and software tools and platforms within your first year of employment……

Leverage software and other tools to design and implement systems that create efficiencies for staff, e.g. automating insurance reviews and beneficiary updates.…

Active Series 7 license with a 66 or 63 and an active 65. Handle all communication with the client base including phone calls, emails and meetings.…

The ACO will be responsible for managing the approval of firm-wide advertising and social media submissions and assisting with broker dealer and regulatory……

Answer incoming phone calls as needed. Oversee and participate in the Wealth Management firm's projects to completion and implementation.…

Associate degree in Business or related field or commensurate experience. Excellent analytical skills, including the ability to identify problems, research and……

Bachelor’s degree in business administration, accounting, finance, or similar field preferred or commensurate career experience. The position reports to the.…

Review physical correspondence, email correspondence and social media posts subject to MMLIS requirements (including cross-referencing social media accounts……

Review and process cases and follow-up on inquiries via outbound calls, emails related to Client Reporting and field inbound inquiries.…

*Communication* –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.…

This position will be responsible for ensuring quality application of the Corporate Actuarial models and for establishing sound project initiatives and analysis……