Support an external wholesaler with life, disability, and long-term care insurance sales. Responsibilities include running illustrations, handling client communications, and marketing support.

The Financial Planning Consultant partners with Financial Advisors, conducting detailed financial analyses, developing customized plans, and providing clients with tailored guidance on various financial needs and goals.

The Administrative Assistant performs routine administrative tasks, conducts data entry, manages calendars, opens mail, and maintains files and records.

The Regulatory Operations Analyst is responsible for regulatory reporting, compliance support, and collaboration with internal teams to mitigate risks and improve processes.

Develop new relationships and grow existing ones while leading strategy to capture new revenues. Collaborate with leadership, sales, and marketing teams to support initiatives and grow RJIM's assets.

Generate and manage relationships with financial advisors to drive sales revenue from financial products. Conduct presentations, develop business plans, and collaborate with internal teams to meet sales goals.

Provide administrative support including data entry and verification, drafting routine correspondence, scheduling meetings and travel, and creating and maintaining files for a senior colleague. Follow established procedures and use standard office systems to prioritize tasks and support business operations.

Support branch strategic plan execution to control expenses, drive revenue, improve productivity, coordinate client/prospect experience, manage prospect database, assist recruiting/onboarding, and partner with home office for sales and service.

The Customer Account Associate provides account servicing in a call center environment, maintains client records, and resolves inquiries under supervision.

The Division Supervision Manager oversees supervisory and risk functions, ensuring regulatory compliance, partnering with management, and managing branch operations and inquiries.

Assist in analyzing portfolio analytics and investment holdings. Prepare research reports, financial models, and support Financial Advisors in developing client investment strategies.

The Financial Planning Consultant partners with Financial Advisors to design personalized financial plans, evaluate retirement needs, and provide risk management solutions for clients.

The Encompass Application Administrator supports technology users by creating business requirements, configuring vendor applications, validating test cases, and collaborating across teams.

The AMP Financial Advisor role focuses on developing client pipelines, recommending investment solutions, and achieving production targets while completing required training and licensing.

Oversee renewable energy tax credit transactions including underwriting, negotiations, diligence, investor communications, and maintaining records during transaction phases.

The role involves training as a Financial Advisor, developing client relationships, recommending investment solutions, and achieving production targets within the AMP program.

The Financial Advisor Trainee learns to develop a client base, manage client relationships, and provide financial advice while completing training and obtaining necessary licenses.

The Financial Advisor Trainee will learn to build a practice while developing client relationships and providing financial advice, managing portfolios, and achieving production targets.

The Sr. Regulatory Operations Analyst supports compliance with regulatory reporting, manages work programs, analyzes data, and collaborates with teams to mitigate risks.

This role involves evaluating investment opportunities, structuring deals, conducting financial analyses, and managing the investment pipeline in private equity.