- Morgan Stanley (New York, NY)
- …seeking candidates for a Risk Principal position to join the Annuities and Insurance Central Review Unit (AICRU). In this capacity, the Risk Principal(s) ... review outcomes * Strong working knowledge of annuity and life insurance solutions and their...programs. **Job:** **Wealth Management* **Title:** * Annuities and Insurance Central Review Unit AVP*… more
- Bank of America (West New York, NJ)
- Financial Solutions Advisor - Consumer Investments - Northern and Central New Jersey Markets West New York, New Jersey;Clark, New Jersey; Parsippany, New Jersey; ... based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more
- TD Bank (Forest Hills, NY)
- …providing expertise for MA clients on managed investments, financial planning and annuities / insurance . The job is directly responsible for providing proactive ... analysis, direct sales of wealth management solutions and complex annuity and insurance solutions for clients and...process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on… more