- 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 (Pennington, NJ)
- Annuities /Life Insurance Supervision Principal-IV Charlotte, North Carolina;Dallas, Texas; Pennington, New Jersey; Jacksonville, Florida **Job Description:** ** ... Annuities /Life Insurance Supervision Principal IV** **Job Description**...coupled with the banking convenience of Bank of America. Central Supervision is part of the Merrill Wealth Management… more
- Humana (Oklahoma City, OK)
- …within the assigned territory/County** **Preferred Qualifications** + Active Life and Variable Annuity Insurance license + Associate's or Bachelors' degree + ... field setting. Some of our additional products include Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has...field is required for this position** + Active Health Insurance license or ability to obtain prior to the… more
- Salado Isolation Mining Contractors (Carlsbad, NM)
- Central Characterization Program (CCP) Mobile Loading Operations Manager Department:WO-CC Ops Location:Carlsbad, NM Be part of the nation-s only repository for the ... meets the WIPP Waste Acceptance Criteria, and/or TRAMPAC requirements. Review and approve timesheets, expense reports for assigned personnel....DOE. What we offer: + Medical, dental and vision insurance : + Coverage on date of hire + Surgical… more
- Bank of America (St. Augustine, FL)
- Financial Solutions Advisor - Consumer Investments - Central East Coast Market Palm Coast, Florida;Saint Augustine, Florida **Job Description:** At Bank of America, ... based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more
- HSBC (Buffalo, NY)
- …not limited to, equity, option, IPO, structured products, fixed income, private equity, annuity , and life insurance + Evaluate all transactions for client ... investors, our communities and the planet we all share. As the Principal Review Desk Principal (PRD) your position reviews and supervises investment products and… more
- TD Bank (Marlton, NJ)
- …and Registered Investment Advisor, as well as our fixed annuity insurance platforms. In addition, the Principal Review Analyst will execute surveillance ... for this role. **Line of Business:** TD Wealth **Job Description:** The Principal Review Analyst II is a FINRA and SEC regulatory supervisory principal position with… more
- LTCG (MN)
- …be handing annuity specific inbound calls, research and resolve issues, review financial transactions, and accurately respond to inquiries in a timely and ... will be scheduled M-F between the hours of 8am-6pm Central . If you enjoy working with people and have...customer service and communication skills with interest in the insurance and financial services industry we encourage you to… more
- TD Bank (Wellesley, MA)
- …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
- Aegon Asset Management (Philadelphia, PA)
- …services. What We Do Transamerica is organized by lines of business (Life Insurance , Annuities , Mutual Funds, Retirement Plans, and Employee Benefits), which are ... few, for more than 100 years. We're a leading provider of life insurance , retirement, and investment solutions, serving millions of customers throughout the United… more
- Cornell Cooperative Extension (Central Valley, NY)
- …Program (including Dental Insurance ) + NYS Retirement + Long-term Disability Insurance + Voluntary Tax Deferred Annuity + Voluntary Flexible Spending ... Market program at the Woodbury Common Premium Outlets in Central Valley and at pop-up markets throughout the region....Accounts + Voluntary Group Universal Life Insurance + Voluntary Personal Accidental Insurance +… more
- Truist (Richmond, VA)
- …1. Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ... documentation as it pertains to trigger events assigned for review by the Central Supervision Group. 6....in lieu of Series 66)** 2. **Life/Health and Variable Insurance Licensing** 3. 5 or more years related retail… more
- Salado Isolation Mining Contractors (Carlsbad, NM)
- …Office (CBFO) personnel. Provide information for Quarterly Deliverable Reports. Lead the review and update of personnel security procedures and oversee the issuance ... requests for security clearance extension, upgrades or terminations. Initiate and review electronic Questionnaire for Investigative Processing. Review completed… more
- Salado Isolation Mining Contractors (Carlsbad, NM)
- …for the Waste Isolation Pilot Plant (WIPP) mission, including the Central Characterization Project (CCP). Responsible for the supplier quality oversight program, ... internal and external audit and surveillance program, and QA review of procedures and procurement documents. Responsible for verifying...experience. What we offer: + Medical, dental and vision insurance : + Coverage on date of hire + Surgical… more