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Assist Supervising Registered Representative (SRR) and advisors with supervisory related functions in the supervision oversight of Registered Representatives (RR) associated with the Offices of Supervisory Jurisdiction (OSJ) to which the Field Supervisory Associate Agency Supervisory Associate is assigned. Additional responsibilities include Review of Monthly Compliance Report (MCR) and the paperw
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Assist Financial Advisors in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible for management of Financial Advisors' schedules, contact management and order flow. Contribute to the overall firm profitability while meeting the needs of the client. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 L
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CUNA Mutual
- Madison, WI / Omaha, NE / Remote, OR / 8 more...
This position is responsible to develop and implement strategic relationships with broker/ dealers that will distribute our annuity product s . This role identifies and creates relationships with management at these broker/ dealers. The position coordinates with marketing and the s ales t eam to effectively promote product sales to achieve goals . The role is responsible for business development s
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City Raleigh Address 8081 Arco Corporate Drive Work Hours/Week 40 Work Environment Office Employment Type Regular U.S. Career Level Experienced Hire/Professional Pay Type Salaried Required Travel (%) 0 Exempt/Non Exempt Exempt People Manager No Application Deadline 2017 08 25 Req ID 143168 Posting Notes [[mfield1]] RBC is an equal opportunity employer committed to diversity and inclusion. We are p
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INCLUDE Building, developing and managing teams to meet the strategic goals of the local team and the regional as well as national practice. He/she will work closely with a regional and national leadership teams to accomplish these goals He/she is responsible for contributing to the execution of the risk advisory services strategy and growth plan He/ she will interact at professional events and be
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Provide investment services to BB&T's extensive banking network of clients and prospects. Establish and maintain a strong partnership with relevant internal partners (e.g. BB&T Community Bank, BB&T Wealth), and centers of influence within assigned territory. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Fluency English Job Description Territory Information 6 br
Posted Today
Provide knowledgeable, friendly, competent and efficient guidance and assistance to Investment Counselors, bank associates and clients regarding investing, securities markets, and brokerage account establishment, maintenance and servicing. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Fluency English Job Description Essential Duties and Responsibilities Followi
Posted Today
Develops and maintains client relationships to meet branch and individual sales and asset goals. This is achieved by assessing client needs, identifying the products available that meet the clients' needs, and convincing the client to obtain the identified products through the assistance of the Financial Advisor. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Flue
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Supports the branches mission through effective branch based sales and service efforts and community involvement. The Financial Services Representative I is responsible for developing and managing retail banking relationships in accordance with First Citizens Banks core values and prescribed sales process. Primary focus is on loan and deposit production and fee income generation. Position operates
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include the following Business Advisory Services Calculates KPI's (operational and financial), prepares performance dashboards, interprets and presents results and assists in developing plans to address high priority opportunities. Meets regularly to review monthly financial performance withfunctional leaders, identifies trends and offers advice to mitigate or control costs. Plays a critical role
Posted 21 days ago
Assist Financial Advisors in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible for management of Financial Advisors' schedules, contact management and order flow. Contribute to the overall firm profitability while meeting the needs of the client. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 L
Posted Today
Assist Financial Advisors in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible for management of Financial Advisors' schedules, contact management and order flow. Contribute to the overall firm profitability while meeting the needs of the client. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 L
Posted Today
Assist Financial Advisors in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible for management of Financial Advisors' schedules, contact management and order flow. Contribute to the overall firm profitability while meeting the needs of the client. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 L
Posted Today
Develops and maintains client relationships to meet branch and individual sales and asset goals. This is achieved by assessing client needs, identifying the products available that meet the clients' needs, and convincing the client to obtain the identified products through the assistance of the Financial Advisor. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Flue
Posted Today
BB&T Corporation
- Winston Salem, NC / Winston-Salem, NC
Assist the Financial Planning Manager in administering the annual profit planning, corporate planning, and forecasting processes. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Fluency English Job Description Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor,
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