- ManpowerGroup (Phoenix, AZ)
- ** Brokerage Account Specialist - MUST HAVE Current Series 7 License** **Are you a customer service champion with a passion for helping people?** **Do you ... motivated individuals to join our team in **Phoenix, AZ** as ** Brokerage Account Specialists** . **Location:** Phoenix, AZ **Schedule:** Hybrid (M-F, 7am-6pm)… more
- Bank of America (Chandler, AZ)
- Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job ... Defined Benefit Plans, Merrill Lynch Advice Access, and Self-Directed Brokerage . **Required Qualifications:** + FINRA Securities Industry Essentials Examination… more
- Charles Schwab (Phoenix, AZ)
- …questions about retail IRAs (ie Traditional, Roth, Inherited IRA, Educational Savings Account ) and small business retirement plans (SEP, SIMPLE, QRP/ QKEPA, i401k). ... We also process several retirement account transactions such as distributions, Roth conversions, and changes to tax withholding elections. We inspire client loyalty… more
- CBRE (Phoenix, AZ)
- …Research, Risk Management, Sales & Leasing, Sales Support, Sales/ Brokerage , Town Planning, Transaction Management, Valuations/Appraisal, Workplace Strategy ... real estate a significant contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to… more
- WTW (Tempe, AZ)
- …and carrier information, summary plan descriptions and certificates + Engaging specialist resources and subject matter experts in health management, absence and ... in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more