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Search Results for Financial Services Firm
- CCOISC Sr Regional Manager
- Citizens Financial Group, Inc. - Harrisburg, Pennsylvania
- Accounting / Finance
- Responsibilities Manage, coach and supervise a team of 20 +/- Financial Consultants in an assigned market or region. Participate in the recruitment and selection of assigned team. Create strong partnerships with internal colleagues, provide NASD supervision, auditing, reporting and results for team relative to assigned financial budget. Also responsible for the management of any support colleagues assigned to this team. Responsible for all regulatory record keeping and files, group presentations, performance management and specific trade review/supervision. Also required to identify and (see more)
- Experienced Financial Services Representative
- Global Provider of Insurance - State College, Pennsylvania
- Accounting / Finance
- Job DescriptionResponsibilities:Develop and cultivate client baseConsistently meet or exceed Company production objectives by persistently achieving the needs of the client.Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments.Comply with all industry and Company rules and regulations.Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing planMeet clients inside and outside of the office to establish client needs and recommend appropriate products (see more)
- Experienced Financial Services Representative
- Global Provider of Insurance - Wilkes Barre, Pennsylvania
- Accounting / Finance
- Job DescriptionResponsibilities:Develop and cultivate client baseConsistently meet or exceed Company production objectives by persistently achieving the needs of the client.Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments.Comply with all industry and Company rules and regulations.Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing planMeet clients inside and outside of the office to establish client needs and recommend appropriate products (see more)
- Audit Senior Accountant - Financial Services
- ParenteBeard - Harrisburg, Pennsylvania
- Accounting / Finance
- ParenteBeard LLC is a leading mid-Atlantic independent accounting and consulting firm and is among the top firms of its kind in the country. We are committed to creating lasting partnerships with our clients by providing the services necessary for business owners and corporate leaders to achieve their goals. Our association with Baker Tilly, an international association of certified public accounting firms, provides our clients with access to a worldwide network of talent ranked among the top ten internationally. This enables us to offer a level of service comparable to many larger (see more)
- Financial Analyst
- Leading Global Investment Management Firm - Philadelphia, Pennsylvania
- Accounting / Finance
- DescriptionFinancial Analyst, Financial Services Quality. Responsibilities: Oversees the Financial Analysts in their respective areas. Responsible for all aspects of financial reporting. Ensure analysts follow proper policy and procedure. Responsible for creating revenue/asset budget and forecasting. Responsible for development of financial documentation. Business Knowledge: High degree of product, process and regulatory knowledge. Very good knowledge of area/function and how it relates to other areas. Problem Solving: Good analytical and problem solving skills. Requires problem resolution (see more)
- Financial Analyst - Global Consulting Finance
- Leading Audit, Tax and Advisory Firm - Philadelphia, Pennsylvania
- Consulting
- This position is part of the business unit group within the DTTL Finance organization which provides direct support to the global consulting practice. Financial Analyst will have a lead role working and managing India team members to monitor and report on strategic project investment expenditures, coordinate production of consulting member firm reporting, and standard monthly analyses. Key responsibility will be quality control and timeliness of team deliverables. In addition, will support finance manager and controller with budgeting and ad hoc analyses. This person must be self motivated, (see more)
- Financial Analyst - Global Consulting Finance
- Leading Audit, Tax and Advisory Firm - Philadelphia, Pennsylvania
- Consulting
- This position is part of the business unit group within the DTTL Finance organization which provides direct support to the global consulting practice. Financial Analyst will have a lead role working and managing India team members to monitor and report on strategic project investment expenditures, coordinate production of consulting member firm reporting, and standard monthly analyses. Key responsibility will be quality control and timeliness of team deliverables. In addition, will support finance manager and controller with budgeting and ad hoc analyses. This person must be self motivated, (see more)
- Experienced Financial Services Representative
- Global Provider of Insurance - Pittsburgh, Pennsylvania
- Accounting / Finance
- Job DescriptionResponsibilities:Develop and cultivate client baseConsistently meet or exceed Company production objectives by persistently achieving the needs of the client.Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments.Comply with all industry and Company rules and regulations.Utilize data, market trends, and industry knowledge to develop and implement a personal business and marketing planMeet clients inside and outside of the office to establish client needs and recommend appropriate products (see more)
- Financial Professional Associate
- Prudential Financial - Reading, Pennsylvania
- Insurance
- Job Title: Financial Professional AssociateProfession: Insurance -> Agent/Client ServicesPosition SummaryThe Financial Professional Associate position is a sales position with The Prudential Insurance Company of America selling insurance and financial services. Financial Professional Associates participate in a comprehensive development program, developing product knowledge, and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals.After the training and development program, many will continue to be financial services (see more)
- Allstate Personal Financial Rep in Reading, Pennsylvania
- Allstate Insurance Company - Reading, Pennsylvania
- Banking / Mortgage
- Job Title: Allstate Personal Financial Rep in Reading, PennsylvaniaProfession: Banking -> Investment BankingAre you an experienced financial service professional looking to spend more time selling and less time prospecting? Become a Personal Financial Representative with Allstate! Who we are We are looking for the best and brightest industry talent - proven professionals who thrive on helping customers prepare for tomorrow. The Allstate group of companies, which includes Allstate Life Insurance Company, Allstate Life Insurance Company of New York, and Lincoln Benefit (see more)
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