Investment Consultant
$72k - $110kGrabJobs
Benefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Salinas Financial Group (a thriving District within Northwestern Mutual) is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. The Backbone of Our Success, Our Local Leaders: Ulises Leach - Lead Recruiter: How long with NM? Joined Northwestern Mutual in November 2022 as a recruiter in the Santa Monica office. Prior Experience? Ulises served in the United States Navy for 4 years, then graduated with a degree in Political Science from UCLA in 2020. He has since focused on helping veterans transition into civilian careers. Passionate About? Ulises enjoys connecting with individuals looking to pivot their careers and find opportunities with Northwestern Mutual. Outside of work, he loves spending time with his fiancé, Alexa, their two dogs, Coqueta and Chata, and attending Los Angeles sporting events. Devin Salinas - Managing Director: How long with NM ? Joined NM in 2009 as an intern and became a full-time Financial Representative in 2010. Prior Experience? Studied Finance and Economics at Linfield College. Devin was one of the top producing College Financial Representatives during his internship and has been a perennial Lives Leader Summit qualifier since 2012. Passionate About? Enjoys working with entrepreneurs, business owners, and retirement clients. Outside of work, he is a passionate husband, “girl dad” and has completed many long-distance triathlons, where he has been recognized as an Ironman All World Athlete and multi-time USAT All American. Kyle Billings – Director of Development: How long with NM? Joined NM in January 2022 and was promoted to Director of New Advisor Development within three months. Prior Experience? Kyle has a background in journalism and marketing, with an MBA from Pepperdine University. He previously worked as a Champagne Specialist, Marketing Manager for Moet Hennessy, and Director of Marketing for an Australian Non-Alcoholic Spirits Brand. Passionate About? Kyle is passionate about mentoring and has led the Class of 2024 to the number 1 position nationwide. He is also an Advanced Sommelier, one of fewer than 700 in the world, and is currently studying for his CFP designation. Erik Gutierrez - Field Director: How long with NM? Joined in 2020. Career Accolades? Erik quickly grew his practice, helping the Santa Monica office become one of the top-producing firms in the region. He has earned numerous awards, including Pacesetter 40 and qualifying for FastTrack Academy. Passionate About? Erik is a gifted athlete with a background in baseball at Lipscomb University and maintains an interest in golf and pickleball. He is also active in his church and community. Dominique Jackson – Field Director: How long with NM? Dominique has been with Northwestern Mutual since the start of her career and has seen consistent year-over-year growth. Career Accolades? She is the top-producing new advisor in the network, qualifying for FastTrack Academy and advancing into leadership early in her career. Passionate About? Dominique is passionate about travel and making an impact, and has been instrumental in building one of the top district offices in California. Eric Cho – Financial Representative: How long with NM? Eric joined Northwestern Mutual in August 2024, early in his career, and has quickly demonstrated his dedication and ambition. Early Career Acceleration? A graduate of Berkeley, Eric comes from a family of entrepreneurs and has a strong foundation in relationship-building and productivity. Despite being early in his career, he has already set goals for leadership and is off to a great start in building enterprise value. Passionate About? Eric is passionate about building a lasting financial practice and helping clients achieve their financial goals. He is committed to financial planning and, as a family man, values work-life balance with his wife and child. Position Overview: As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: Strong Earnings Potential: Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance. Education: Bachelor's Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Our thriving office is located: 2800 28th St, Suite #327 Santa Monica CA 90405 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Devin Salinas is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $72,000.00 - $110,000.00 per year
- Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank’s legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management ...SuggestedFull timeTemporary workWork experience placement
- Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future.Position Title: Commercial Credit Underwriting Portfolio Manager Team LeaderBusiness Unit: CreditReports to: Manager of Commercial Credit...SuggestedFull timeWork at office
- Business Support Specialist II | First Citizens Bank The Tone: This is a Hybrid role at First Citizens Bank, located in Raleigh, NC, requiring in-office presence Tuesday, Wednesday, and Thursday. First Citizens Bank provides banking services. This role is crucial for supporting...SuggestedWork at office
- Columbus HQ 1349 W. Lane Avenue Suite 800 Columbus, OH 43221, USA Columbus HQ 1349 W. Lane Avenue Suite 800 Columbus, OH 43221, USA First Merchants Bank is seeking a Credit Analyst I to join our team! This position will perform credit analysis, underwriting and monitoring...SuggestedFlexible hours
$300k - $400k
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications...SuggestedFull timePart timeWork experience placementShift workDay shift- *This role is not eligible for sponsorship* RESPONSIBILITIES Soundly apply the bank’s credit culture and credit policies; is considered a policy expert Use independent judgment and critical thinking in the compilation of key financial data for the accurate representation...
- ...of complex financial statements and tax returns submitted by applicants and is capable of evaluating their ability to repay, and consultation of structure, collateral and ownership. Protect the Bank’s assets and maintain quality of portfolio by adhering to lending...Work experience placementInterim roleWork at office
$50k - $55k
Camsmgt is hiring a Community Manager in Southport, NC to manage homeowner associations while developing strong relationships with boards of directors. This role requires financial acumen and excellent interpersonal skills to support thriving communities. You will oversee...$148.2k - $292.3k
...you will be responsible for delivering strategic and technical consulting services to help clients address complex challenges. Lead... ...value-based care strategies, including analysis of return on investment for medical management initiatives Support reserve analyses related...Local areaVisa sponsorship- Qualifications SKILLS/QUALIFICATIONS: Bachelor’s degree in business, finance or related field or equivalent experience required. Minimum of three (3) years of experience working in Financial Services required; Exposure to Commercial Banking highly desired. Prior working...Work experience placementWork at officeLocal area
- Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, weve been committed to making dreams come true for independent car dealers. AFCs finance solutions work with more than 12,000 independent dealerships...Temporary workLocal areaImmediate start
$100.4k - $197.9k
...this role ends on 10/1/2026. Work you'll do As an Actuarial Consultant on the Insights, Innovation & Operate team, you will be responsible... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive...Local areaVisa sponsorship$180.2k - $355.1k
...You will be responsible for delivering strategic and technical consulting services to help clients address complex challenges, such as:... ...value-based care strategies, including analysis of return on investment for medical management initiatives Lead actuarial modeling and...Local areaVisa sponsorship- Atlantic Union Bank is seeking a Credit Portfolio Manager III to provide independent underwriting for complex Wholesale Banking loans, manage large portfolios, and act as a SME in credit concepts. You will collaborate with Relationship Managers, Credit Portfolio Managers...
- ...individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH). A day in the life. As a...Permanent employmentWork at officeLocal areaFlexible hoursNight shift
- Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different...Permanent employmentWork at officeLocal areaFlexible hoursNight shift
$81.07k - $129.71k
Blue Cross NC seeks an Actuarial Analyst to support rating, pricing, valuation and forecasting. The role applies mathematics, statistics and business principles to provide actuarial support within a team of actuaries. The position operates in a Hybrid-Flex environment ...Remote workFlexible hours2 days per week$81.07k - $129.71k
...attainment of the ASA. What You'll Get The opportunity to work at the cutting edge of health care delivery with a team that's deeply invested in the community. Work-life balance, flexibility, and the autonomy to do great work. Medical, dental, and vision coverage along...Work at officeLocal areaRemote workFlexible hours2 days per week$205k - $340k
Job DescriptionAt K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important and impactful work lead to the same place.We...Full timeTemporary workLocal areaRemote work$102.7k - $164.6k
## ActuaryApplylocations: Remote: PA, Working at Home - Pennsylvania: MD, Working at Home - Maryland: WA, Working at Home - Washington: NC, Working at Home - N Carolinatime type: Full timeposted on: Posted Yesterdayjob requisition id: J273728## **Company :**Highmark Inc...Work at officeRemote workWork from homeShift work- Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Ensure the efficient and balanced risk management of the credit adjudication, credit policy, portfolio management...Full timePart timeShift workDay shift
- Regular Language Fluency: English (Required) 1st shift (United States of America) Ensure the efficient and balanced risk management of the credit adjudication, credit policy, portfolio management, loss forecast, and overall credit processes for the assigned Consumer ...Day shift
- First Horizon Bank is seeking a Portfolio Manager to assist in risk assessment and loan portfolio management. You will lead analytical reviews, underwriting, and the annual renewal process while partnering with Relationship Managers to grow a high quality loan portfolio...
- ...private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established...Work at officeLocal area
- Truist Financial Corporation in Raleigh seeks an experienced Senior Credit Risk Manager to lead risk management for consumer credit portfolios, including Direct to Consumer, Small Business, Bankcard, Mortgage and Auto lending. You will work with BU leaders and Risk Committees...
- YO AI Labs is seeking an Investment & Finance Expert to work remotely as a contractor who can evaluate AI model outputs related to valuation, markets, and investments. You will help improve financial reasoning by creating expert prompts and reference answers, and identifying...Remote jobFor contractors
- COL Columbus 200 Civic Center Dr Suite 830 Columbus, OH 43215, USA COL Columbus 200 Civic Center Dr Suite 830 Columbus, OH 43215, USA Use independent judgment and critical thinking in the compilation of key financial data for the accurate representation of credit risk...
- ...advice and help clients meet their financial goals. Candidates should possess Series 7 & 66 licenses and have experience in the investments and financial services sectors. Key responsibilities include managing client relationships, developing financial plans, and recommending...
$106.9k - $147k
Become a part of our caring community The Associate Actuary, Analytics/Forecasting analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. Establishes metrics, provides data analyses...Full timeTemporary workApprenticeshipWork at officeRemote workWork from homeHome office$52k - $101k
The analyst supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this entry level role, the analyst will develop skills in credit and market analysis including cash flow analysis and modeling, capitalization, industry research...Full timeH1bWork at officeRemote workWork from homeFlexible hours
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