Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
5+ YOECurrent state Life & Health insurance license, strong MS Office skills, 5+ years insurance or business experience, excellent communication, organizational skills, and client service expertise.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
JTC GroupLondon Stock Exchange: JTC: Global professional services for funds, corporates, and private clients.
0+ YOE0-3 years experience in trust or fiduciary services preferred; knowledge of trust structures and estate planning; strong analytical, communication and client service skills; proficiency with trust management software and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions, and use MoneyGuide, Salesforce, and Microsoft Office.
3+ YOERequires 3+ years in financial services with a growing personal practice, active life and health license, client development and planning success, relationship management, and team leadership experience.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, leadership ability, and U.S. work authorization.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development success, leadership ability, and U.S. work authorization; FINRA licenses preferred.
3+ YOERequires 3+ years in financial services, an active life and health license, and U.S. work authorization. Preferred FINRA Series 6/7 and 63/66 licenses, client development, planning, and leadership experience.
3+ YOERequires 3+ years in financial services with a growing personal practice, active life and health license, client development success, leadership ability, and U.S. work authorization. FINRA Series 6/7 and 63/66 preferred.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development success, leadership ability, and U.S. work authorization. FINRA Series 6/7 and 63/66 preferred.
Edward Jones: Provides personalized financial advice and wealth management services.
Strong client service, communication, administrative, analytical, organizational, and computer skills; ability to learn financial services, manage accounts, support advisors, and use firm technology.