UNKNOWN

FEED

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Clients Blackbox, Inc.

Growth Marketing Lead

ea_via_bold

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Meta Ads Specialist

Senior Acquisition Marketing Manager

Senior Paid Media Strategist

Performance Marketing Lead

Operates in a "hybrid" wholesaling capacity which entails spending up to 25% of time in the field, running "video" virtual meetings, and engaging with Advisors through traditional avenues such as telephone, email, and virtual meetings. Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, Jackson Marketing Campaigns, and Jackson's RIA Platform capabilities.

Jackson National Life Insurance Co

RIA External Consultant - AZ, UT, NM

linkup_via_bold

RIA External Consultant - KY, WV, IL (S), IN (S), OH (S), PA (W), VA (W)

RIA External Consultant - TN, AR, LA, AL, MS

RIA External Consultant - WA, OR (Portland), ID, MT, WY

The analyst also contributes to continuous improvement efforts, embraces new technology, and educates clients and field partners on digital/self-service capabilities-helping strengthen relationships and support client retention. Customer Support (NM): Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; uses customer intelligence to solve problems, support informed decisions, communicate with customers and the field, and resolve complaints efficiently.

<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

Brokerage Services Registered Analyst - Series 7/63 - Remote

FULL_TIME

What You'll Be Doing: The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Stifel

Registered Client Service Associate

[AW]-iCims

Case management coordination: maintaining communication with case management team including Consultant, Servicing Advisor and Attorney; Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate software systems/reporting tools; Responsive and proactive client contact: ensuring timely responses to client requests including reaching out to current clients in a proactive manner and exercising attention to an excellent client experience; Review daily reports/transactions: monitoring the prior day’s account activity in the appropriate software system; Monitor trust client account cash levels in line with anticipated distributions and coordinate with the Investment Manager when cash needs to be raised from the investment portfolio; Payment submission/logging: documenting every distribution for payment under the supervision of a Trust Officer and submit through the proper workflow channel; Documentation of discretionary authority/drafting memos: preparing the documentation of requested and/or approved distributions and submitting it through the proper workflow channels, including maintaining documentation of requests and approval of distributions; Oversee the onboarding of new accounts: assisting with the review and approval of account set- up, completeness of client documentation, and production and distribution of welcome packets; Perform administrative reviews: working with the supervising Trust Officer, as well as independently on assigned accounts to review recently opened accounts and assist with annual reviews of; Tax filing requirement: ensuring that appropriate tax documentation is prepared and provided for a trust account; Real estate and other asset purchases/reviews: ensuring that proper steps are taken to purchase and maintain any real estate or other asset transactions; Partner with the assigned internal or external investment advisors to accomplish investment objectives for client accounts; Account Administration: Administer assigned client trust accounts in accordance with the trust agreement and client specifications, acting as the personal representative of an estate, agent under a custody agreement, safekeeping or investment management arrangement; Process trust business through multiple interfaces including Microsoft Excel and the Customer Relationship Management (CRM) platform; Trust knowledge: possessing and updating technical fiduciary knowledge in the areas of trusts, tax, fiduciary investing, regulation, compliance as well as having a focus on special needs and/or estate planning trusts. This person will assist with the daily administration of special needs trust accounts, monthly and annual projects, and be tasked with acting as a backup to Trust Officers who are out of the office.

The Forge Companies

Trust Officer

clearcompany

IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. The Private & Professional Banking Officer is responsible for providing quality customer service to Private Banking clients while proactively assisting them with their financial needs through the delivery of banking services.

Republic Bank is a commercial and retail bank with a distinct brand. Our focus is on 
 innovation, customer 
 satisfaction, brand building, value for our shareholders, and a fantastic environment for our employees to enjoy. 
 At Republic Bank, we offer our Customers “big bank” benefits with a small town feel. We are one of the largest Philadelphia-based banks, making decisions locally, and quickly. We pride ourselves on our retail-based model focused on convenience and Fanatic Customer Service. 
 We are different from the other banks&mdash;when we say 
 “convenient” we really mean it. We offer premier conveniences that many other banks do not, such as: 
 Open 7 Days a Week
 Open Early, Open Late
 Absolutely FREE Personal Checking
 Absolutely FREE Business Checking
 FREE Coin Counting (to 
 non-Customers too!)
 ATM/Debit Cards “On The Spot”
 FREE Visa&reg; Gift Cards
 Never an ATM Fee from us
 Today, tomorrow, and beyond, Republic Bank will continue to serve the needs of individuals, 
 families, and businesses. And, we will exceed our Customers’ expectations…every Customer, every time.

Republic Bancorp Inc

Private & Professional Banking Officer

The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Stifel Financial Corp

The practice serves founders at liquidity, executives navigating complex compensation structures, multigenerational families managing legacy assets, and UHNW individuals whose estates demand sophisticated planning across tax, trust law, asset protection, and family governance. You would work within an integrated team of trusts and estates, income tax, and estate administration lawyers alongside estate and fiduciary accountants, so expertise sits inside the practice rather than down the hall.

Sterlington, PLLC

Trusts & Estates Counsel

GreenHouseAPI

Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. As a licensed mortgage loan originator, you use your thorough understanding of and expertise in loan programs, guidelines, mortgage documents and home buying process knowledge to guide clients through the mortgage process and help them achieve their goals.

HOUR

We’re a Detroit-based company obsessed with helping our clients achieve the dream of homeownership and financial freedom.
Our flagship business, now known as Rocket Mortgage, was founded by Dan Gilbert in 1985. Since then, we’ve revolutionized the mortgage industry – twice – and taken our place as the industry leader.

Today, the Rocket brand is synonymous with providing simple, fast and trusted digital solutions for complex transactions. When you need a mortgage, a real estate agent, a personal loan or a car, Rocket gets you there fast.

Rocket Companies Inc

Executive Loan Officer (TN)

Executive Loan Officer (Nashville, TN)

Apply independent judgment and critical thinking to evaluate unique deal scenarios, challenge assumptions, and recommend creative solutions that balance profitability, competitiveness, customer expectations, and long-term account value. This role is fully remote and can be hired anywhere within the continental U.S. The Deal Desk Analyst supports pricing strategy, deal analysis, margin optimization, and commercial decision-making within Optiv's security technology business.

Optiv Security Inc

Deal Desk Analyst | Remote, USA

Rocket Companies® is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we’re a publicly traded company involved in many different industries, including mortgages, fintech, real estate, automotive and more. We’re insistently different in how we look at the world and committed to an inclusive workplace where every voice is heard.  
How Our Culture Gives Us Our Edge
Typical companies have mission statements. We have ISMs – the 20 philosophies that give us our competitive edge for success and drive our unique culture. We introduce these philosophies to everyone on day one because they are the core principles that guide our decision-making. Our team members aren’t just empowered by opportunity, they’re given all the resources and support needed to deliver innovative solutions. 

How We Support The Community
Since inception, we’ve been dedicated to investing in the cities and organizations that Rocket Companies® calls home – extending from Detroit to Cleveland, Charlotte, Phoenix and Windsor –and this list continues to grow. We maintain a For More Than Profit VisionSM, which is a new generation of doing business that keeps people at the forefront, not numbers. We believe there is a way to do business that creates opportunity for all, and we have a passion for investing in people and communities. Since 2010, our team has volunteered 385,000 hours in Detroit and 723,000 hours nationwide. 

How We Stay Connected 
Rocket Companies® is part of a larger group of businesses all invested in and connected by Founder and Chairman Dan Gilbert. This group is known by our team members as the Rock Family of Companies – a diverse collection of companies all obsessed with finding a better way, united by a common purpose to challenge the status quo. It's our mission to find unique solutions for our clients.


  
How Our Culture Gives Us Our Edge
Typical companies have mission statements. We have ISMs – the 20 philosophies that give us our competitive edge for success and drive our unique culture. We introduce these philosophies to everyone on day one because they are the core principles that guide our decision-making. Our team members aren’t just empowered by opportunity, they’re given all the resources and support needed to deliver innovative solutions. 


How We Support The Community
Since inception, we’ve been dedicated to investing in the cities and organizations that Rocket Companies® calls home – extending from Detroit to Cleveland, Charlotte, Phoenix and Windsor –and this list continues to grow. We maintain a For More Than Profit VisionSM, which is a new generation of doing business that keeps people at the forefront, not numbers. We believe there is a way to do business that creates opportunity for all, and we have a passion for investing in people and communities. Since 2010, our team has volunteered 385,000 hours in Detroit and 723,000 hours nationwide. 


How We Stay Connected 
Rocket Companies® is part of a larger group of businesses all invested in and connected by Founder and Chairman Dan Gilbert. This group is known by our team members as the Rock Family of Companies – a diverse collection of companies all obsessed with finding a better way, united by a common purpose to challenge the status quo. It's our mission to find unique solutions for our clients.

Investment Advisor Jobs in Tennessee

Growth Marketing Lead Clients Blackbox, Inc.

Meta Ads Specialist Clients Blackbox, Inc.

Senior Acquisition Marketing Manager Clients Blackbox, Inc.

Senior Paid Media Strategist Clients Blackbox, Inc.

Performance Marketing Lead Clients Blackbox, Inc.

RIA External Consultant - AZ, UT, NM Jackson National Life Insurance Co

RIA External Consultant - KY, WV, IL (S), IN (S), OH (S), PA (W), VA (W) Jackson National Life Insurance Co

RIA External Consultant - TN, AR, LA, AL, MS Jackson National Life Insurance Co

RIA External Consultant - WA, OR (Portland), ID, MT, WY Jackson National Life Insurance Co

Brokerage Services Registered Analyst - Series 7/63 - Remote Northwestern Mutual

Registered Client Service Associate Stifel

Trust Officer The Forge Companies

Private & Professional Banking Officer Republic Bancorp Inc

Registered Client Service Associate Stifel Financial Corp

Trusts & Estates Counsel Sterlington, PLLC

Executive Loan Officer (TN) Rocket Companies Inc

Executive Loan Officer (Nashville, TN) Rocket Companies Inc

Deal Desk Analyst | Remote, USA Optiv Security Inc

Executive Loan Officer (Nashville, TN) Rocket Mortgage

Executive Loan Officer (TN) Rocket Mortgage

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