Ready to take your career to the next level? As an Annuity Team Associate in the Wealth Advice Center (WAC), you will help clients by providing expert servicing. You will assess individual needs and assist with any case work that comes along with requests including partnering with external carriers when appropriate. If you excel at fostering meaningful connections and achieving measurable results, this opportunity could be the perfect fit for you!

You will:
• build and deepen relationships by providing exceptional wealth management services and solutions helping retain assets and drive various business initiatives that are in line with the WAC’s growth plan
• grow a career in wealth management business with strong earning potential and career advancement
• accept referrals from other lines of business, owning all appointments and outreaches assigned in an effort to deliver financial advice, guidance and a white glove experience
• understand and adhere to compliance and operational procedures and requirements
• collaborate with internal teams as well as external carriers to address client concerns and deliver solutions