Receives and responds to incoming calls from investment professionals, plan sponsors and members.
Understands the different product suites and interprets changes to new and old products.
Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Nationwide is a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future. They have a caring culture and are named one of the Fortune 100 Best Companies To Work For.
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.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, focusing on people agenda like DEI, work/life balance, and rewarding.
Engaging with customers via inbound calls and responding to their inquiries.
Processing customer requests, including options, equities, and mutual fund trades.
Enhancing relationships with high-net-worth clients with complex service needs.
Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. They are a privately held company that values creating a work environment that attracts top talent and reflects their commitment to their associates.
Connect with people who already asked for help protecting their families.
Build your own agency with an ownership pathway.
Design your schedule your way for true work-life balance.
Meron Financial Agency believes you can have both financial success and a life you love. They're building leaders, entrepreneurs, and legacies by providing mentorship, tools, and a proven system to help you grow without limits.
Meet and engage with clients remotely over video, chat and email to give guidance.
Advise on and adapt the LearnLux methodology to financial planning topics relevant in Egypt.
Participate in team meetings and bring your subject matter expertise to improve the LearnLux digital experience.
LearnLux provides workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. They have raised over $35M to date and is supported by experienced investors and long-term partners; they're a growth focused business building for scale.
Tax planning and preparation for high-net-worth individuals.
Ensuring compliance with all federal and state filing requirements.
Acting as a resource to business management teams for tax planning.
Focus Partners Wealth provides wealth, asset, and business management resources. Their team works collectively to deliver personalized wealth planning strategies across local communities.
Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
Advise on and adapt the LearnLux methodology to financial planning topics relevant in United Arab Emirates
Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. They're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners.
Assist with budgeting, forecasting, and cash flow modeling.
Provide technical accounting assistance to clients and internal engagement teams.
Wipfli is a company where people count and strives to create exceptional impact and extraordinary results. They are focused on relationships and encourages each individual to follow their own path, offering a career-defining opportunity.
Provides professional quality sales and service for customer and prospect inquiries, issues and requests.
Achieves sales targets with a focus on relevant investment products.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
BMO Financial Group is driven by a shared purpose: Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, it provides personal and commercial banking, wealth management and investment services to more than 12 million customers.
Support the implementation, maintenance, and ongoing improvement of the financial planning function across the firm.
Implement firm-wide financial planning workflows, templates, and processes; coordinate the rollout of new planning deliverables.
Manage the “Voice of the Advisor” feedback loop and assist in drafting and publishing the Planning Roadmap.
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of their clients through comprehensive financial planning and intelligent investment management. They have over 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Supporting the development and review of financial reports, dashboards, and presentations.
Assisting with monthly forecasting cycles, budget updates, and variance analysis.
Conducting research and financial modeling for strategic projects and investment decisions.
AWP Safety's FP&A Internship Program offers hands-on learning for early-career professionals aiming to build a future in Financial Planning & Analysis. Interns partner with finance leaders on projects supporting organizational performance, financial accuracy, and strategic decision-making.
Communicate clearly, empathetically, and professionally with patients and families.
Shriners Children’s respects, supports, and values each other. They are engaged in providing excellence in patient care, embracing multi-disciplinary education, and research with global impact. Shriners Children's was named as the 2025 best mid-sized employer by Forbes.
Supporting analytical activities related to financial planning and analysis.
Working with large amounts of data in multiple systems.
Synthesizing data into actionable insights.
Grow Financial Federal Credit Union is a credit union owned by its members and dedicated to serving people, not profit. They strive to develop a diverse, collaborative culture where you can grow personally and professionally and have around 600 team members and 300,000 members.
Connect with people who already asked for help protecting their families.
Build your own agency and learn directly from top leaders.
Design your schedule, your way, and enjoy true work-life balance.
Meron Financial Agency believes that people can have financial success and a life they love. They're building leaders, entrepreneurs, and legacies by providing mentorship, tools, and systems to help people grow without limits.
Responsible for evaluating sales opportunities and presenting Coface services to potential customers.
Developing a thorough understanding of key clients’ needs and requirements and preparing customized solutions.
Working closely with internal and external stakeholders to achieve high standards of customer service and satisfaction.
Coface helps companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world. They have 5,200 experts representing 80+ nationalities in 58 countries and offer a full range of solutions.
Manage portfolio ensuring client’s financial condition, management’s performance and industry trends are up to corporate standards.
Responsible for ensuring all advances and loans comply with loan policy and approved structure.
Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives strengthen them and position them for success.