- HUB International (San Diego, CA)
- **Summary:** The Financial Consultant / Underwriter identifies, reviews, evaluates and prices risk for clients and prospects based in HUB International's ... + Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine… more
- NJEDA (Camden, NJ)
- …Premier Lender Program, and the Department of Environmental Protection and completing financial reviews in support of EDA tax incentive programs. $76,184 - $95,230 ... Essential Duties and Responsibilities + Interviews applicants regarding business, financial and operational matters and personal financial information;… more
- Principal Financial Group (Hiawatha, IA)
- …Must be able to develop and maintain community relations. + Chartered Life Underwriter /Chartered Financial Consultant (CLU/ChFC), Certified Financial ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...with Principal Securities, Inc.'s RIA + Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed… more
- Principal Financial Group (Omaha, NE)
- …Must be able to develop and maintain community relations. + Chartered Life Underwriter /Chartered Financial Consultant (CLU/ChFC), Certified Financial ... 500 companies. We're **No. 9** among companies in the financial services industry. Join us! *Heavy incentive component in...Principal Securities, Inc.'s RIA . + Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed… more
- Bank of America (New York, NY)
- Platform Manager/ Consultant Charlotte, North Carolina;New York, New York; Seattle, Washington; San Francisco, California; Plano, Texas; Boston, Massachusetts; ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… more
- HUB International (Providence, RI)
- …life insurance and annuity distribution business. Our clients are insurance professionals, financial advisors, and financial institutions. We have built a ... are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers and...a Brokerage General Agency seeking an experienced life insurance underwriter with exceptional critical thinking and negotiation skills as… more
- Sedgwick (Austin, TX)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... Great Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Underwriting Consultant (Hybrid in Austin, TX) **Are you looking for an impactful job… more
- HUB International (Chicago, IL)
- … in our Data Analytics Group in the Midwest. The Underwriter Consultant will oversee the overall financial management of our Major Market clients' ... evidence and impact which highlight how HUB can solve those issues + Lead financial deliverables and client presentations for employers ranging in size from 250 -… more
- M&T Bank (Fairfield, CT)
- …or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter ) and/or ChFC (Chartered Financial Consultant ) designation M&T ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- M&T Bank (Radnor, PA)
- …or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter ) and/or ChFC (Chartered Financial Consultant ) designation M&T ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- M&T Bank (Lancaster, PA)
- …or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter ) and/or ChFC (Chartered Financial Consultant ) designation M&T ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Prime Therapeutics (Columbus, OH)
- …of finance experience in the PBM industry + 8 years as a Senior Underwriter or Benefits Consultant + Progressive leadership experience **Minimum Physical Job ... Underwriting, Large Employer Accounts - Remote **Job Description** The Principal Underwriter is responsible for achieving profit, growth, service and expense… more
- Truist (Fredericksburg, VA)
- …CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R) 4. Completion of Leadership Development Program or ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Truist (Jacksonville, FL)
- … CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R) 5. Previous experience using financial planning ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Peak Vista (Colorado Springs, CO)
- …neglect, no known social support; lives alone, homeless; Poor nutrition; Financial concerns; Repeated emergency department visits and or hospitalizations; Low ... education services to clients and to serve as a consultant to medical staff and requesting support from professional...ourselves and our community. + Responsible for the human, financial , and material resources as well as data and… more