Stephens Default Jobs in United States

Equity and Fixed Income Marketing Associate · Job Title: Equity and Fixed Income Marketing Associate in Private Wealth Management at Stephens · About the Role: · <ul style= ...

ESSENTIAL DUTIES AND RESPONSIBILITIES  · Maintain ongoing relationships with carriers. · Negotiate, review, and compare insurance contracts/terms to determine best placement. · Identify gaps and/or coverage deficiencies and recommend solutions. · Keep abreast of industry changes ...

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. · Prepare, review and present comprehensive wealth management analysis reports including retirement planning, tax projections, education funding, insurance and estate planning analysis for ...

Senior Wealth Planning Associate · Conduct comprehensive wealth management analysis reports, discuss client goals and objectives with Financial Consultants to determine which proposal should be prepared. Provide recommendations to Financial Consultants when no clear objectives ar ...

ESSENTIAL DUTIES AND RESPONSIBILITIES  · Process and provide endorsement requests:New and Renewal Business – bind, issue certificates, and Auto ID Cards. · Daily Certificate Requests. · Audits. · Monthly Reports. · Policy Booklets. · Prepare and issue pre-renewal summaries. · Or ...

Essential Duties & Responsibilities · Assist financial consultants in completing life insurance, annuity, long-term care, and disability applications   · Verify and request financial consultant's licenses status, affiliations, and appointments · Ensure applications and documents ...

ESSENTIAL DUTIES AND RESPONSIBILITIES · Creation, Implementation, Administration, and Maintenance of all Corporate Communication and Compliance systems and services. · Works with other groups to drive implementation of new technologies. · Microsoft 365 and Azure administration. · ...

ESSENTIAL DUTIES AND RESPONSIBILITIES · Develop and maintain pitch book material for the Products and Services team and Financial Consultants in addition to ensuring all materials are accurate. · Develop, manage and execute marketing collateral for all other Products and Services ...

Customer Service Representative Property & Casualty · Job Category: Stephens Insurance · PCCUS002786 · Little Rock, AR 72201 USA · ...

Reception  · Answer incoming phone calls and forward to appropriate person or department. · Take and deliver messages or transfer calls to voicemail when requested. · Greet, assist, and direct all visitors, vendors, and service personnel to location, escort them to appropriate lo ...

The Registered Client Associate plays a vital role in the success of our Private Client Group, serving as a trusted partner to Financial Consultants and a key point of contact for clients. This position is ideal for someone who thrives in a fast-paced, relationship-driven environ ...

ESSENTIAL DUTIES AND RESPONSIBILITIES · Excelling in customer service by addressing all aspects of client insurance needs in a timely manner. · Maintaining retention by conducting annual reviews with clients, providing stewardship reports, insurance schedules, and proposals, and ...

Stephens is seeking a Cyber Security Program Coordinator to support the governance, operational, and financial aspects of our cyber security program. This role plays a critical part in ensuring cyber security initiatives, assessments, and compliance efforts are tracked, coordinat ...

ESSENTIAL DUTIES AND RESPONSIBILITIES   · Process and provide the following for Stephens Insurance clients: · Endorsement requestsNew and Renewal Business – bind, issue certificates, and Auto ID Cards · Daily Certificate Requests · Audits · Monthly Reports · Policy Booklets &/or ...

ABOUT STEPHENS · Founded in 1933, Stephens offers investment banking and advisory services, research, sales and trading, asset management, public finance, insurance, wealth management, private capital, and family office services. Our business is rooted in a deep client focus, sec ...