- 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 (Westfield, 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