A company is looking for an Associate Advisor (Producer), Private Risk.Key ResponsibilitiesGrow a personal book of business through generating, prospecting, soliciting, and closing new accountsParticipate in sales meetings to review activities and prospective customersDevelop a comprehensive understanding of private risk products and present proposals professionallyRequired QualificationsNo specific certifications required;
willingness to obtain necessary licenses within 90 days of employmentMust maintain all licenses as required by the State Department of InsuranceBasic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Ability to learn new software systems as neededMust be based within the New England area (MA, NH, ME, RI, CT, VT)
Private Risk Associate Advisor
A company is looking for an Associate Advisor (Producer), Private Risk. ...
Private Risk Advisor
A company is looking for a Private Risk Advisor (Producer) to sell and renew insurance accounts while building client relationships. ...
Private Client Financial Advisor - Canal Street, Manhattan
Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Cit...
Financial Planning Analyst
A company is looking for a Financial Planning Analyst to support the Finance department. ...
Lead Business Analyst with experience in Financial Products, VP - Jersey City, NJ (hybrid)
Financial Products Experience is a must. ...
Technical Business Analyst - REMOTE
PeopleShare is seeking a REMOTE Technical Business Analyst for an innovative, industry leading healthcare company! You will play a critical role in the client software development lifecycle, with emphasis on the upfront conception/design of new client programs, client enhancements, and development o...
Sr. Financial Analyst
Financial Accountant will report to the Manager of Financial Reporting and be directly involved with supporting monthly and quarterly financial reporting activities, including the preparation of financial statements (including MD& A), financial statement analysis, and select journal entries (acc...
Sr. Credit Risk Review Analyst
Performs independent, comprehensive assessments of complex credits to evaluate underwriting and credit quality within the Bank’s commercial loan portfolio. In conjunction with the Director Credit Risk Review, prepares board level credit risk management reports, including, but not limited to co...
Business Analyst
Ideally looking for applicants to have a solid background in enterprise risk and liquidity risk.The rate may be negotiable based on experience, education, geographic location, and other factors.If they have python programming it would also be a plus***.Equal Opportunity Employer/Veterans/Disabled.Be...
Financial Analyst 2
The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial...