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The Regional Sales Consultant drives annuity product sales by developing relationships with financial advisors, conducting sales presentations, and managing territory strategies to achieve sales goals.

The Sales Supervision Manager supervises business activities, reviews sales practices, trains advisors, and communicates with clients and partners on regulatory compliance.

The Chief Portfolio Strategist will shape investment strategies and communicate insights on global markets to guide clients in investment decisions. Responsibilities include market analysis, thought leadership, and collaboration with portfolio managers and marketing teams.

The Senior Anti-Money Laundering Analyst will investigate suspicious activity, conduct due diligence reviews, provide training, and support AML compliance reporting.

Assist a seasoned financial advisor in building a client book, developing financial plans, and executing a marketing strategy to achieve client acquisition goals while managing client relationships.

The Business Program Coordinator manages operations for financial advisor note balances by analyzing risks, recommending solutions, and coordinating with partners to achieve results.

Assist a seasoned financial advisor while obtaining necessary licenses. Engage with clients, develop financial plans, and build a personal book of business.