- Lincoln Financial Group (Radnor, PA)
- …statutory capital, GAAP accounting of VA, FIA and RILA annuities, hedging strategies and mutual funds + Recent annuity hedging program experience strongly ... and solutions to manage embedded market risks within Lincoln's annuity and life insurance products. + Contribute to continued...value of the in-force and supports sustainable growth. + Fund Strategy and Analytics: Perform the funds … more
- Guardian Life (Bethlehem, PA)
- …retail broker/dealer and RIA. This role handles all aspects of order entry for mutual funds , equities, options, fixed income, and annuities. Orders are accepted ... placement, and review for equity, fixed income, options and mutual funds , including the review and release... net + Review trades and client transactions including mutual fund shares classes, breakpoints, ROA, LOI,… more
- TIAA (Dallas, TX)
- …Nuveen and its investment specialists (including, but not limited to 529 plans, mutual funds , closed-end funds , collective investment trusts, exchange-traded ... funds , private funds , separately managed accounts, non-listed REITs, joint ventures, and...BI, and advisory/wealth regulations, to support lifetime income and annuity products and wealth-related materials offered through TIAA. **Key… more
- Manulife (Boston, MA)
- …401(k) products as well as John Hancock's IRA product offerings, which include the JH Mutual Fund IRA, JH Managed IRA and JH Guaranteed Income for Life Variable ... Annuity IRA (GIFL). The RC also needs to display...John Hancock's IRA product offerings, which includes the JH Mutual Fund IRA, JH Managed IRA and… more
- Equitable (WI)
- …+ FINRA Series 6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required + Willingness to travel 50% ... goals. Candidate must be able to identify, create and implement annuity sales opportunities. + The candidate will be responsible for communication with… more
- Nuveen Investments (MN)
- …Quarterly performance commentaries for Nuveen mutual funds , closed-end funds , retail and/or institutional SMAs, CREF variable annuity accounts and other ... Weekly and Global Fixed Income (GFI) update in support of Nuveen's sales /distribution efforts and other business priorities + Monthly performance commentaries for… more
- Equitable (Woodbridge, NJ)
- …Series 7 and 66 registrations within 240 days of joining. + Knowledge of mutual funds , securities, and insurance industries. + Proficient in Word, Excel, ... four-year college degree is preferred + 1-2 years of sales experience. + You will be required to obtain...Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC. Equal… more