At its second annual Business Experience Conference, held at the Sundance Resort in Utah, Waltham, Mass.-based Commonwealth Financial Network had 50 financial representatives compete to write the best directions for building a teepee. They also...
There is one thing that can be deadly medicine to the financial health of even well-prepared clients: long-term care. This year, the number of men and women over the age of 65 who will need long-term care will hit nine million, or about 3 percent...
Those who have trouble getting excited by insurance products should note the following: A recent study by LIMRA International, a Windsor, Conn.-based research and consulting firm, showed that 44 percent of U.S. households say they need more life...
Location City: Boston Location State: MA Base Salary: $125,000+ DOE Bonus & Incentives: Discretionary bonus. Typically averages 5% of base. Position Responsibilities: The primary responsibility of this position is the effective and efficient...
Location City: Winston Salem Location State: NC Base Salary: Strong Compensation Plan based on Fee Revenue Position Responsibilities: Top Tier Investment Firm seeks Client Advisors to work with Ultra High Net Worth individuals, Foundations and...
Location State: MN Base Salary: 72,000-87,000 Position Responsibilities: Develops new business relationships and enhances existing relationships with doctors, attorneys, etc.) and high net worth individuals. Produce loans for affluent consumer and...
Location State: OR Base Salary: 70,000 - 80,000 Bonus & Incentives: discretionary year end bonuses, incentive plan, gifted % salary into company esop Position Responsibilities: Management of Trust Department, overseeing 6-8 professionals, oversee...
Location City: Los Angeles, Other major California Cities Location State: CA Base Salary: 100K + D.O.E. Bonus & Incentives: Paid based on their book of business Position Responsibilities: Work with high net worth clients - above $1 mil net...
