- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages, and deposits. Role Summary The Life Insurance & Annuity Associate will support the Product Owners for ... the business, advisors, product and senior leaders, the Life Insurance & Annuity Product Associate will partner across multiple initiatives/functions in… more
- Guardian Life (New York, NY)
- …- flexible spending, health reimbursement, and health savings accounts + Critical illness insurance ** Life and Disability Insurance ** + Company-paid Life ... + Support our Managed Account platform through Envestnet, including model management + Support annuity order entry through Annuity net + Review trades and client… more
- JPMorgan Chase (New York, NY)
- …insurance including life insurance , long term care, disability insurance , and annuity ; Calculating estate tax projections including estate tax, gift ... experience in the job offered or as Wealth Advisor, Financial Planning Associate , or related occupation. Skills Required: Requires experience in the following: Using… more