Wealth Management Consultant - Life & Annuity Solutions
AmeriLife
AmeriLife, through Saybrus Partners, is seeking a Wealth Management Consultant to drive territory sales for life insurance and annuity solutions with national broker/dealers. You will partner with financial professionals to grow production and diversify the product mix. The role requires a goal‑oriented self‑starter with 5+ years in financial services sales, relevant licenses, and strong presentation skills; compensation reflects experience and credentials, with a comprehensive benefits package. #J-18808-Ljbffr AmeriLife
- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica... ..., or a wide range of work and life experiences. These journeys foster... ...including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$80k - $125k
...in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.... ...looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus Partners...SuggestedLocal area- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with... ...key member of the Defined Contribution (DC) Consulting team and will serve as a territory-based sales...SuggestedRemote work
$120k - $160k
...business partners to deliver solutions and identify new business... ...include Implementation, Service Managers, and Plan Administrators• be... ...businesses within UBS Wealth Management (WM) and serves as... ...problem-solving skills as well as consultative and negotiation skills•...SuggestedFull timeContract workFlexible hours- ...Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Forest Hills, New York;Sunnyside, New... ...brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...or a wide range of work and life experiences. These journeys foster... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...from acquiring, building and managing client relationships to... ...knowledge by using a defined consultative approach with clients to systematically...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...education, or a wide range of work and life experiences. These journeys foster... ...advice and customized solutions to clients to help them achieve their... ...including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$120k - $160k
...work closely with Relationship Managers, Service Managers and... ...: execution, administration, wealth management, and accounting support... ...services, equity compensation consulting or issuer plan management with... ...to identify and implement solutions• undergraduate degree in business...Full timeHome officeFlexible hours- ...create, protect, and grow wealth through personalized, forward... ...We are seeking a Managing Director who is both a producer... ...production across life insurance and annuity business Deliver holistic... ...strategies to clients using a consultative approach Partner with...Flexible hours
$24 - $25.96 per hour
...relationships, and guiding clients with needs‑based solutions that will support their financial goals.... ...that you will receive from leaders, managers and peers will help you determine the... ...goals. This role will be a part of the Life Services team, which focuses on guiding beneficiaries...Hourly payShift workDay shift$66.36k
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY Join... ...to offer the best investment solutions that meet their financial... ...starting. Valid and active Life, Health and Long‑Term Care Insurance... ..., member of FINRA and SIPC. Annuities are made available through...Full time- ...clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence... ...advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance...
$86k - $96k
...highlight your experience with financial management, budgeting, and account oversight,... ...learn and work for everyone. Attain Work-life balance with our Childcare benefits, Wellness... ...impacts, and recommending practical solutions to complex budget challenges. Lead continuous...Full timePart timeWork at officeMonday to Friday- ## Wealth Management Advisor - Spokane, WAApplyremote type: Hybrid Flexlocations... ...knowledge of investment solutions and financial planning*... ...Series 63; Series 65 or 66* Life and Health Insurance License... ...Management, Collaboration, Consultative Communication, Continuous Improvement...Flexible hours
$114.75k
...reviewed by associates, consultants, and vendors of... ...Regions,thePrivateWealth Management Advisor develops and maintains... ...a broad range of wealth products and services... ...Provides guidance and solutions for the development and... ...Spending Account Life Insurance Parental Leave...Full timeFlexible hours- ...their day-to-day operations Assists Claims Manager with recruitment, interviewing, and... ...administration, case management and cost containment solution as applicable to Workers’ Compensation... ..., Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical...Minimum wageFull timeWork at officeLocal areaRemote workFlexible hoursNight shift
- ...clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence... ...advisor, member of FINRA and SIPC. Annuities are made available through Chase...
$61k - $119k
...Trust Services Retirement Solutions Business Needs... ...insurance for protection, and annuities for guaranteed income... ...workday around your life and achieve uncapped earning... ...client’s unique needs Manage your client’s financial... ...Northwestern Mutual Wealth Management Company® (NMWMC...Full timeContract workFor contractorsWork at office- Bank of America in San Diego is seeking a Financial Solutions Advisor Stage I to begin earning securities licenses (SIE, Series 7, Series 66) and to develop skills in client relationships, financial solutions, and comprehensive advice. You'll start in a financial center...Work at office
- ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.... ...products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...lasting member relationships through in-person, phone, and digital channels. You will educate members on digital tools and financial solutions while upholding integrity and exceptional service delivery. You will handle cash and everyday banking transactions, promote...
- ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.... ...products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments...Temporary workWork at officeMonday to FridayShift workDay shift
$123.2k - $200k
## Wealth Advisor Regional Sales Manager - PNC Wealth ManagementApplylocations: OH - Pepper Pike: IL - Chicago... ...information in creating customized customer solutions.* **Managing Risk** - Assessing and... ...options; employee and spouse/child life insurance; short and long-term...Full timeTemporary workPart timeWork experience placementWork at office- ...customer-centric development, inspiring solutions, and shaping the future with your strategic... ...product vision, roadmap execution, risk management, and business growth outcomes, with a... ...trading partnersLeads the entire product life cycle through planning, execution, and...
$176.72k - $265.08k
...CitiOverviewThe NAM and LATAM Wealth Markets Technology... ...needs into technology solutions and influencing... ...operations, including order management, execution, and post-... ....System Design: Consult with end-users to identify... ...vision coverage; 401(k); life, accident, and...Odd jobFull time- ...planning, financial budgeting, financial management, tracking and reporting and evaluating... ...coordinate and resolve corrections and solutions with Government personnel. Utilize financial... ...& Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D)...Contract workTemporary workFor contractorsImmediate startWork from home
- ...Grow. with KBR! KBR’s National Security Solutions team provides high-end engineering and... ...logistics, operations, science, program management, mission IT and cybersecurity solutions.... ...company match, medical, dental, vision, life insurance, AD&D, flexible spending account...Contract workWork at officeLocal areaFlexible hours
- ...redevelopment, relocations, capital planning, asset management, and portfolio optimization, ensuring... ...improvements that enhance quality of life and operational efficiency.Direct... ...conditions.Champion innovative housing solutions, emerging technologies, and strategic initiatives...Full timeRelocationFlexible hours
- ...education, or a wide range of work and life experiences. These journeys foster resilience... ...meetings and presenting customized solutions to clients to help them achieve their financial... ...clients through outreach and pipeline management activities and conducts consistent...Work at officeWork from homeFlexible hoursShift workDay shift
- ...position works with Stores, and Corporate management to control inventory shrink, reduce... ...other physical security elements protecting life and company assets.* Presents Asset... ...root causes and develop/implement approved solutions in stressful situations* Ability to influence...Work at officeLocal areaRemote workLong distance
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