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$72k - $76k
...Credentials: Must have 65 or Series 7 and 66 Preferred: Proficiency in spreadsheets and large data management Proficiency in fi360, Relius Administration, and PensionPal Advanced investment designations such as CFP, or CPFA, etc. ASPPA Credentials...SuggestedFull timeWork experience placementLocal area- ...complex financial situations. AIF designation and/or working knowledge of the Global Fiduciary Standards of Excellence developed by fi360. Experience with following websites and software: Fi360 online platform or similar tool MoneyGuidePro, Morningstar Risk Profiler and...SuggestedFull timeWork at officeRemote workMonday to FridayFlexible hoursWeekday work
$130k - $150k
...helping others along the way, come join the Broadridge team.Broadridge is seeking a dynamic Sales Director to drive growth for our Fi360 solutions across the Retirement and Wealth market. This is a high-impact role focused on selling enterprise software, data, analytics...SuggestedContract workLocal area$60k - $70k
...**ADDITIONAL DESIRABLE QUALIFICATIONS**** Knowledge of Contact Management Systems, Microsoft Word, Excel, Outlook, PowerPoint, RRI, FI360, 401(k) Prospecting databases***KNOWLEDGE, SKILLS, AND ABILITIES**** Experience in an outbound call environment preferred.* Understanding...SuggestedWork at officeLocal areaFlexible hours- ...account inquiries Prepare financial planning and meeting materials Maintain CRM (Redtail) and work within platforms such as Albridge, FI360, and NaviPlan Coordinate adviser schedules and support operations/compliance Collaborate with custodians (including Pershing)...Suggested
$42k - $70k
...the field to create, develop and implement programs that drive opportunities in their territory. Leverage Investment Tools (RPAG, FI360, John Hancock Investment Comparison Tool) and provide insight for registered representatives helping them improve portfolio...SuggestedTemporary workWork experience placementLocal areaFlexible hours- ...Life and Health Insurance License Proficiency with or willingness to become proficient with eMoney Advisor, Tamarac Advisor Suite, fi360®, and Morningstar™ financial software Experience with the Microsoft Office Suite of applications; Excel, Word, Outlook, and PowerPoint...SuggestedWork experience placementWork at office
- ...comprehensive plan reviews, including investment performance analysis, fee benchmarking, and fiduciary assessments using tools such as Fi360.* Identifies opportunities for cost savings, improved plan design, and enhanced participant outcomes.* Ensures compliance with...SuggestedWork at officeLocal area
$147k - $167k
...digital modernization. Oversee administration, access, renewals, and optimization of Compass LMS, Allego, MS Workstation, Zephyr, and FI360; streamline processes and implement automation for efficiency. Design, train and implement the AI enabled sales person of the...SuggestedWork at officeFlexible hours- ...Responsibilities: # Serve as the first line of support for client inquiries submitted through phone, email, and live chat regarding Fi360's SaaS and learning solutions. # Answer questions about features, functionality, policies, and procedures, providing clear and...SuggestedRemote jobWork at officeLocal area
- ...will bring immediate value through leadership, industry expertise and strategy design to our successful and growing team. Through our Fi360 and ijoin solutions , we have a full suite of technology and data offerings that enable our clients to focus on their core business...SuggestedWork at officeLocal areaImmediate start
- ...documents and client meeting materials Maintain and update CRM systems (Redtail) Utilize industry platforms such as Albridge, FI360, and NaviPlan Collaborate with compliance, operations, and external custodians (including Pershing) to support account management...SuggestedFull timeTemporary workWork at office