Build a strong client base with the credit union’s referral system.
Find new clients via the credit union’s member base.
TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.
Deepen client relationships and achieve ambitious sales targets.
Drive profitable growth for clients by introducing innovative products and services.
Develop influential relationships with C-level executives.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates and share this shortlist directly with the hiring company.
Responsible for the profitable management of a portfolio of clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness.
Meet annual financial, growth and profitability objectives for your assigned block of business.
Develop and grow existing client and consultant/advisor relationships by delivering superior service, effectively communicate Manulife’s value proposition and products/services and represent Manulife professionally in client-facing meetings.
Manulife is a leading international financial services provider, helping people make decisions easier and lives better. As part of their global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.
Manage firm-wide trading, rebalancing, and reconciliation.
Keep portfolios compliant with Investment Committee guidelines.
Create portfolio proposals for current and prospective clients.
Modera Wealth Management is an independent, fee-only firm committed to positively impacting clients' lives through financial planning and investment management. With over 200 employees across 19 offices, they manage over $15B in assets, delivering personalized service with excellence and a friendly style.
Delivering proactive, consultative client service and strategic account management.
Consulting with clients and financial professionals on investment vehicles and plan design.
Supporting clients in managing their fiduciary responsibilities.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.