FULL_TIME

FEED

UNKNOWN

Securities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment. Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

YEAR

Trajan Wealth LLC

Fiduciary Advisor - Houston Metro

Talent Acquisition

ADAPTED_NOW

With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. This role coordinates learning activities, facilitators, participants, materials, technology, facilities, communications, and follow-up to ensure training programs are organized, consistent, and professionally delivered.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Training Coordinator

Extensis Group Jobs

Executes consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork. GENERAL PURPOSE OF THE JOB: The Internal Wholesaler is responsible for developing, implementing and supporting Sales and Marketing strategies within established sales territory to promote and increase sales of Eagle Life (EL) annuity products.

American National Group Inc

Internal Wholesaler, Eagle Life

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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Premier Advisor - Houston Or Katy, TX

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The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Raymond James Financial Inc

Registered Client Service Associate (Houston, TX)

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

Premier Advisor - Houston or Katy, TX

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Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

JPMorgan Chase & Co

J.P. Morgan Advisors -Senior Client Associate- Houston, TX

This role is accountable for delivering high-quality tax advice, planning, and tax return preparation services to assigned clients, ensuring high client and Wealth Enhancement Financial Advisor satisfaction through diligent work and collaborative interactions. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Wealth Enhancement Group LLC

Tax Advisor (Hybrid)

All resumes submitted by search firms to any ALSAC employee or ALSAC representative via email, the internet or in any form and/or method without being contacted and approved by our Employee Experience team and without a valid written search agreement in place will result in no fee being paid if a referred candidate is hired by ALSAC. Jude Children's Research Hospital as a Philanthropic Advisor, where your strategic relationship-building skills will help secure the future of lifesaving research and care.

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