Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

The Trust Compliance Officer is responsible for supporting the Chief Compliance Officer of Trust who is charged with providing adequate policies, processes, and systems to manage the compliance risks associated with trust and asset management services. The Trust Compliance Officer is primarily responsible for the periodic review of controls, policies, and procedures. Posi

Want to use your skills to positively impact a fast paced, growing business? Looking to advance your career in an entrepreneurial environment? We are a professional services firm that provides third party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOP) and 401(k) Plans. We have offices in Charlottesville, VA, Columbia, MD

About Us Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of its clients and communities in the Greater Washington region for more than 150 years? If so, Sandy Spring Bank may be the perfect fit for you! Sandy Spring Bank is a growing financial services company focused on creating real experie

The contractor shall develop the forfeiture processes and procedures associated with an on going financial investigation. This support shall include the introduction of specific tools and techniques to analyze financial information. The contractor will provide advice and guidance to fully develop the forfeiture aspects of an on going investigation. Advice and guidance inc

We are a high powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre licensing classes for those who are a good fit. Hybrid Sales Platform – Face to Face or V

Successfully lead and direct assigned underwriting team members to accomplish individual and team objectives within the frame work of the division goals, initiatives and objectives for profitability, production, service, quality and compliance. Duties and Responsibilities Continuously exhibit and uphold Core Values of Integrity, Accountability, Communication and Teamwork,

The Client Success Manager is responsible for engaging, retaining, and driving our customer renewals with usage of Envestnet | MoneyGuide product offerings. The Client Success Manager completes the post sales lifecycle for all IFA and enterprise accounts serving as the advocate for each customer. You will work collaboratively with technology, analytics, service, and other

Want to make a difference? Join an organization that has been transforming lives for over 40 years! Prison Fellowship trains and inspires churches and communities inside and outside of prison to support the restoration of those affected by incarceration. We equip correctional leaders, volunteers, and incarcerated men and women to make prisons more rehabilitative places; w

The Sr Financial Advisor leads and coordinates work efforts to provide divisional leadership teams with analytical insight, financial discipline and business outputs to actualize our financial strategy. Works collaboratively to build cross functional relationships and drive financial results. Functions as financial strategy leader with assigned business partners to create

We are a high powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre licensing classes for those who are a good fit. Hybrid Sales Platform – Face to Face or V

Assist with audit remediation or audit readiness efforts by creating, documenting, measuring, enhancing, and improving financial management and accounting operations to ensure compliance with laws, regulations, and policy Perform a gap analysis of the As Is financial processes to the future state using project tools and document the gaps and risks identified Identify proc

Works closely with internal stakeholders to understand key business issues, structure and perform complex analyses, and influence key decisions. Synthesizes recommendations and understands their impact on the business. Constructs executive level presentations and presents complex findings in a clear, concise, and visually compelling manner. Identifies company and competit

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz