Top Tech Jobs & Startup Jobs

Provide personalized retirement and financial planning services to clients, using company resources to enhance client engagement and collaborate for skill improvement.

The Senior Investigations Analyst leads digital forensics investigations, collecting and preserving evidence, analyzing data, and producing reports for legal and HR stakeholders.

The Senior Underwriting Consultant assesses medical and financial risks for life insurance applications, ensuring accuracy and prompt processing while focusing on customer service and supporting sales.

Meet with existing and prospective clients to plan financial futures, use company-provided planning and CRM tools, leverage marketing support to grow business, and collaborate with colleagues and leadership to develop skills and best practices.

Provide administrative support to financial advisors: answer calls, assist clients, follow up on leads, process paperwork and mailings, prepare account reviews and reports, and perform general office tasks.

Advise existing and prospective clients on financial planning, grow business using company-provided CRM and marketing support, collaborate with district leadership, maintain required licenses, and meet sales targets while ensuring compliance with pay-to-play regulations.

Provide personalized retirement and financial planning to clients, grow business using company tools and marketing support, collaborate with leadership, and maintain required licenses and compliance. Flexible schedule with travel up to 25% and use of company-provided technology and training.

Conduct suitability reviews for transactions requiring firm pre-approval (mutual funds, annuities, advisory recommendations); identify and mitigate compliance risk; communicate with financial professionals and internal partners; research escalations; report issues to management and auditors; manage priorities and service level agreements.

Senior Accountant responsible for accounting, tax, reporting and treasury for the European real estate portfolio. Prepare and analyze GAAP financial statements, cash flows, tax and regulatory reports; manage general ledger, fund/property reporting and cash management; coordinate external audits; manage joint-venture partner relationships; support budgeting, variance reporting, policy development, and internal controls while meeting tight deadlines and collaborating with internal and external stakeholders.

Lead underwriting for complex individual life insurance applications, assessing medical and financial risk, managing a large caseload, exercising approval authority, supporting sales and distribution partners, providing training, and ensuring accurate, timely decisions to protect mortality results and deliver strong customer experience.