- Wells Fargo (Charlotte, NC)
- …consultations, presentations and virtual meetings Maintain current and ongoing Annuity knowledge, offering Financial Advisors and their clients best in ... Provide SME support for Financial Advisors Planning Tools Partner with Financial Advisor assigned to a territory on business development activities… more
- Thrivent Financial (Milwaukee, WI)
- The Virtual Advisor plays a crucial role...broad perspective of financial products and the financial services industry. ( ie Life, Health, Annuities ... Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to re-engage existing Thrivent...of empowering clients to take action to improve their financial well-being. Virtual Advisors hired in locations… more
- Principal Financial Group (Washington, DC)
- …Advanced designations preferred (CFP(R), RICP(R), ChFC(R)) + Excellent knowledge of annuity solutions, competitive intelligence and financial markets required + ... You'll Do** This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial … more
- TEKsystems (Fort Worth, TX)
- Certified Financial Planner (CFP) Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement ... income to meet spending needs in retirement, accounting for pensions, annuities , investments, and other sources. + Fundamental principles of Social Security… more
- Athene (New York, NY)
- …documentation, and control protocols. Qualifications and Experience: + 4+ years of financial services experience, ideally in DCIO, annuities , or defined ... to do more. More for our customers and the financial professionals who offer our products. If you are...systems, ensuring up-to-date tracking and reporting. + Support webinars, virtual campaigns, and events to elevate Vitera's brand and… more
