- Principal Financial Group (Washington, DC)
- …Advanced designations preferred (CFP(R), RICP(R), ChFC(R)) + Excellent knowledge of annuity solutions, competitive intelligence and financial markets required + ... You'll Do** This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial … more
- Thrivent Financial (Milwaukee, WI)
- The Virtual Advisor plays a crucial role...broad perspective of financial products and the financial services industry. ( ie Life, Health, Annuities ... Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to re-engage existing Thrivent...of empowering clients to take action to improve their financial well-being. Virtual Advisors hired in locations… more
- Truist (Orlando, FL)
- …**Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to ... needs and provide opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's individual… more
- Athene (New York, NY)
- …documentation, and control protocols. Qualifications and Experience: + 4+ years of financial services experience, ideally in DCIO, annuities , or defined ... to do more. More for our customers and the financial professionals who offer our products. If you are...systems, ensuring up-to-date tracking and reporting. + Support webinars, virtual campaigns, and events to elevate Vitera's brand and… more
