The Expertise We’re Looking ForFINRA Series 7, 66, 9/10 required3-5 Years Financial Services experience, workplace retirement plan experience p...
Job DescriptionThe Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Relati...
Primary ResponsibilitiesResponsible for the hiring, training, performance management, coaching and development of ES staff. Responsible for on boarding and cult...
The Expertise and Skills You Bring 2-5 years of experience in Compliance, Risk, or Audit, with experience in brokerage / capital markets a plus4-year colle...