- Principal Financial Group (Waltham, MA)
- **What You'll Do** As a ** Client Relationship Consultant ** , you will partner closely with our Sales team and Broker partners to: + Deliver upon a strategic ... relationship plan that includes quarterly/annual goals + Provide expert...profitable revenue growth of an assigned block of in-force group business by developing and implementing customized strategies. This… more
- Equitable (Wellesley, MA)
- …designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access ... CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers… more