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Search Results for Licensed Financial Consultant
- Health & Welfare Benefit Senior Consultant
- Hays Companies - Boston, Massachusetts
- Human Resources / Training
- Job Title: Health & Welfare Benefit Senior ConsultantProfession: Human Resources -> Compensation and BenefitsEmployee Benefits Health & Welfare Senior Consultant, BostonAfter 17 years, Hays Companies continues to be one of the fastest growing privately owned full service brokerage firms in the U.S. We provide services in all major risk management and insurance coverage disciplines, employee benefits and retirement planning for businesses of all sizes. We strive to be the premier insurance brokerage, focused on building client partnerships. Our structure and entrepreneurial spirit (see more)
- Health & Welfare Benefit Senior Consultant
- Hays Companies - Boston, Massachusetts
- Human Resources / Training
- Job Title: Health & Welfare Benefit Senior Consultant Profession: Human Resources -> Compensation and Benefits -- Employee Benefits Health & Welfare Senior Consultant, Boston -- -- After 17 years, Hays Companies continues to be one of the fastest growing privately owned full service brokerage firms in the --U.S. We provide services in all major risk management and insurance coverage disciplines, employee benefits and retirement --planning for businesses of all sizes. We strive to be the premier insurance brokerage, focused on building client --partnerships. Our structure and entrepreneurial (see more)
- Personal Financial Associate
- First Niagara Financial Group - Western/Springfield, Massachusetts
- Banking / Mortgage
- Requisition Number: 5043Job Title: Personal Financial AssociateArea of Interest: BranchesCity: LudlowState: MassachusettsRequirements: • High School Diploma• Proven sales track record with bank products, including success with outbound calling efforts• 2 years proven sales experience with investment and insurance products• 2 years customer service experience• Life and Health Insurance License and FINRA Series 6 & 63 licenses requiredMust adhere to pertinent laws, regulations, First Niagara’s Compliance Policy and external compliance requirements (see more)
- Personal Financial Associate
- First Niagara Financial Group - Western/Springfield, Massachusetts
- Banking / Mortgage
- Requisition Number: 5042Job Title: Personal Financial AssociateArea of Interest: BranchesCity: ChicopeeState: MassachusettsRequirements: • High School Diploma• Proven sales track record with bank products, including success with outbound calling efforts• 2 years proven sales experience with investment and insurance products• 2 years customer service experience• Life and Health Insurance License and FINRA Series 6 & 63 licenses requiredMust adhere to pertinent laws, regulations, First Niagara’s Compliance Policy and external compliance (see more)
- Personal Financial Associate
- First Niagara Financial Group - Western/Springfield, Massachusetts
- Banking / Mortgage
- Requisition Number: 3192Job Title: Personal Financial AssociateArea of Interest: BranchesCity: WestfieldState: MassachusettsRequirements: • High School Diploma• Proven sales track record with bank products, including success with outbound calling efforts• 2 years proven sales experience with investment and insurance products• 2 years customer service experience• Life and Health Insurance License and FINRA Series 6 & 63 licenses requiredMust adhere to pertinent laws, regulations, First Niagara’s Compliance Policy and external compliance (see more)
- Personal Financial Associate
- First Niagara Financial Group - Western/Springfield, Massachusetts
- Banking / Mortgage
- Requisition Number: 4808Job Title: Personal Financial AssociateArea of Interest: BranchesCity: Feeding HillsState: MassachusettsRequirements: • High School Diploma• Proven sales track record with bank products, including success with outbound calling efforts• 2 years proven sales experience with investment and insurance products• 2 years customer service experience• Life and Health Insurance License and FINRA Series 6 & 63 licenses requiredMust adhere to pertinent laws, regulations, First Niagara’s Compliance Policy and external compliance (see more)
- Consulting - Senior Associate - Microsoft Dynamics Great Pla
- RSM McGladrey - Boston, Massachusetts
- Management
- Job Title: Consulting - Senior Associate - Microsoft Dynamics Great Plains Consultant Profession: Analysis/Consulting/Project Management -> Management ConsultingWe have an immediate opening for a Microsoft Dynamics Great Plains Consultant. The Microsoft Dynamics GP Consultant is a client facing role who is responsible for reviewing the business needs, designing appropriate solutions and implementing recommended accounting packages for clients. The successful candidate must demonstrate willingness to go the extra mile for the team's success. They will be a problem solver, creative (see more)
- Consulting - Experienced Associate - Infrastructure Technolo
- RSM McGladrey - Boston, Massachusetts
- Management
- Job Title: Consulting - Experienced Associate - Infrastructure Technology EngineeringProfession: Analysis/Consulting/Project Management -> Management ConsultingPosition DescriptionThe Infrastructure Technology Engineering Consulting Associate role is a unique opportunity for any business-minded individual seeking professional training and experience with a company poised for exponential growth. As a Consulting Associate, you will work directly with Senior Consultants on a large cross-section of engagements providing technical and research support and analysis. On a daily basis you will (see more)
- Consulting - Senior Associate - Client Manager
- RSM McGladrey - Boston, Massachusetts
- Management
- Job Title: Consulting - Senior Associate - Client Manager Profession: Analysis/Consulting/Project Management -> Management ConsultingPosition DescriptionMcGladrey currently has an opening for a Client Manager, who will be located in the Boston, MA office. This role reports into the Infrastructure Technology Outsourcing organization. The Client Manager will support a number of engagements at client's locations, acting at the point person, or McGladrey "customer CIO" for these accounts. The ideal candidate would have experience providing technical leadership and superior customer (see more)
- Retl Invstmts Sales Manager
- Sovereign Bank - Boston, Massachusetts
- Management
- Achieve and exceed the assigned region's sales and revenue goals as defined on a quarterly basis.Develop strong relationships with internal business partners by providing program updates, participating in meetings ,and responding to concerns.Maintain required professional training and license requirements, including knowledge o NASD compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.Provide Financial Consultants with all necessary training concerning operations, sales skills, sales reporting, product knowledge, and (see more)
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