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Provide personalized retirement and financial planning services to clients, utilizing technology and marketing support to expand business and improve client satisfaction.

The Internal Wholesaler partners with Regional Vice Presidents to drive new business by managing distribution relationships and facilitating regional sales through marketing and training initiatives.

The Sr. Accountant will prepare financial reporting, manage accounting responsibilities, coordinate audits, resolve issues, and develop policies within a real estate investment portfolio.

Support new product and feature launches and validate in-force annuity systems (Variable, Index, Fixed, RILA). Build and maintain actuarial validation tools, prepare validation documentation, troubleshoot model/audit errors, produce policy quotes/reports, and collaborate with Operations, IT, Marketing, Product Development and Pricing to communicate findings and recommendations.

Execute securities transactions and deliver high-quality call-center support for clients and financial professionals. Investigate and resolve complex trade issues and corrections with clearing firms and internal partners, produce analysis and procedures, escalate to senior management, and maintain business relationships.

Provide high-quality trading support by executing securities transactions, resolving complex trade issues and corrections, responding to advisors and partners, producing analysis and procedures, and maintaining strong business relationships.

Review and approve advertising and digital marketing materials for regulatory and brand compliance, focusing on social media and ADA/accessibility. Advise Marketing, Digital and Legal teams, support monitoring and remediation, maintain documentation and reporting, assist audits and training, and participate in project reviews to ensure timely, compliant execution across channels.

Meet with existing and prospective clients to plan financial futures, use company-provided technology and marketing to grow business, collaborate with leadership to learn best practices, and maintain required licenses and compliance for selling financial and insurance products.

Manage and conserve a book of high-value client accounts, provide retirement and financial planning, grow assets through referrals and prospecting, use planning tools, meet sales targets, and comply with regulatory standards.

Provide personalized retirement and financial planning to clients, grow business through marketing and company tools, collaborate with district leadership, and maintain required licenses and compliance for advisory activities.