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This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill
Posted Today
Ascensus
- Dresher, PA / Greensboro, NC / Lake Mary, FL / 1 more...
This position will work closely with the Client Relationship Managers and Retirement Service Consultants to serve as the focal point for elite advisors and elite TPAs. Responsibilities include relationship management of elite advisors and elite TPAs ensuring a successful service experience, book of business retention and growth of existing business organically. Section 2
Posted 4 days ago
Join our team as a senior member of Macquarie Credit's US Investment Solutions and Strategy (ISS). In this role you will operate in a team with a strong people and client centric culture and be in a position to drive the growth of a successful business through client interactions and strategic business initiatives. At Macquarie, we are working to create lasting value for
Posted 30 days ago
delivers safe, clean, reliable services that improve quality of life for individuals, families, and entire communities. Operating as the (water and wastewater services) and the and (natural gas) brands, Essential serves approximately 5.5 million people across 10 states. We are committed to sustainable growth, operational excellence, a superior customer experience, and pre
Posted 1 month ago
Responsible for managing and developing relationships with appointed producers and reinsurers that provide capacity to the Program. Also responsible for the execution of risk selection and pricing in accordance with designated underwriting authority. Oversees the development and management of underwriting team in support of program objectives. Responsible for achievement
Posted 1 month ago
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