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The Insurance Associate will be responsible for coordinating the operational efforts of the insurance department. They will be focused on providing support for our EIG Client Care Teams while evaluating the insurance needs of their clients and prospects. Please forward your resume email@example.com apply at indeed.com.
OPERATIONS ASSOCIATE - PEWAUKEE
The Operations Associate is responsible for working one-on-one with Investment Advisors and Investment Advisor Associates, their clients, and internal staff to provide exceptional client relationship support, service, and operational expertise. This individual will execute new account openings and transfer of assets for new and existing clients, and will be required to meet or exceed expectations as set forth by the Investment Advisor and the Director of Business Operations. For further consideration and to learn more about this extraordinary opportunity, please forward your resume firstname.lastname@example.org.
The Wealth Advisor is the principal contact with the client. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor is responsible for maintaining the ongoing relationships and leading in the development of new client relationships. Outgoing individuals will excel in this highly-visible, client-focused position. For further consideration and to learn more about this extraordinary opportunity, please forward your resume to email@example.com.
The Marketing Coordinator develops and implements strategic and tactical marketing plans. This position will plan, create and implement programs to achieve short and long-term company goals, including direct marketing campaigns, social media, online presence and events, seminars, and conferences. In addition, the coordinator will manage and seek out opportunities for sponsorships, awards, and visibility. This role will research options, track activities and measure program success. For further consideration and to learn more about this extraordinary opportunity, please forward your resume to firstname.lastname@example.org.