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Wholesaler Briefcase Jobs Board
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The Wholesaler Briefcase Job Board is exclusively tailored to professionals in the financial product distribution industry. Many of the leading financial services companies post their openings on our board.
These searches are focused on: External Wholesaler, Internal Wholesalers, Hybrid Wholesalers and Sales Managers.
To maintain the integrity of our listings and to respect the time of over 7,000 industry professionals that visit our site, Wholesaler Briefcase reserves the right to refuse requests to post jobs that fall outside of the financial products distribution focus. Thank you for your understanding.
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Latest News and Tools for External Wholesalers:
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Wholesalers: Recent Personnel Changes |
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Meeder Flexes its Distribution Muscle (The MutualFundWire.com - Armie Margaret Lee) - Meeder Financial, the Dublin, Ohio-based firm that offers the Flex-funds, has expanded its sales force with two wholesaler hires. The company hired Kevin Stutz for the South Central region and Erik Pederson for the Western territory.
RidgeWorth Ramps Up its Retail Sales Team (The MutualFundWire.com) - RidgeWorth Investments has added two additional wholesalers to the six it has recently hired for its newly created Retail Channel sales team, which is led by Bob Kuberski.
Personnel Changes: Prudential, Aviva, Lincoln Financial (National Underwriter) - Lincoln Financial Distributors, Philadelphia, a unit of Lincoln National Corp., Radnor, Pa. (NYSE:LNC), has hired Kelly Bush to be regional sales director for the institutional retirement solutions distribution team.
Personnel Changes: MetLife, Lincoln Financial (National Underwriter) - Lincoln Financial Distributors, a unit of Lincoln National Corp., Radnor, Pa. (NYSE:LNC), has hired Jim Lyday to be head of institutional retirement solutions distribution. Lyday previously was senior vice president at Prudential Financial Inc., Newark, N.J. (NYSE:PRU). Lincoln Financial Distributors also has hired Bill Nash to be national sales manager for the MoneyGuard sales team
Lincoln Realigns Insurance and Retirement Team (National Underwriter)
DWS Investments Promotes Woods (On Wall Street) - DWS Investments, the retail mutual funds arm of Deutsche Bank, on Wednesday named Michael J. Woods as regional head and CEO, adding those titles and responsibilities to his current role as U.S. head of distributions.
Personnel Changes: Nationwide, MassMutual, Towers Watson, Others (National Underwriter) - Nationwide Financial Services Inc., Columbus, Ohio, has named Doug Allen, Bob Eviston, Tim Stephens, Christine Travis, and Jennifer M. Turkos to be new wholesalers in the life insurance, annuities and retirement plans businesses.
Symetra Names Eastern Division Sales Manager and Eight Additional Life and Retirement External Wholesalers (Yahoo! Finance) - Symetra Life Insurance Company has announced a new sales leader for its eastern division and eight additional regional vice presidents to represent the company’s portfolio of annuity and life insurance products. |
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Bank Wholesalers: Top Articles for June |
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Banks, Wirehouses Brace For More Breakaway Brokers, Advisors (On Wall Street) - Giant financial institutions and wirehouses that spent fortunes attracting and retaining top-producing brokers and wealth managers over the past few years may be about to get socked with a big wave of departures this year and, especially, in 2012.
Banks' Life Insurance Sales Plunge in First Quarter (On Wall Street)
15 Month High for Bank Sold Annuities (Annuity News Journal)
Productivity Rises at Smaller Bank Investment Programs (Bank Investment Consultant)
Financial Services for Small Credit Unions and Community Banks (Bank Investment Consultant) - Credit unions and small banks can offer the same high level of investment products and services as other institutions, with the right type of program in place.
U.S. Trust Announces Senior Hires in Northeast and Midwest (On Wall Street)
In Reputation Ranking, Some Banks Break from the Pack (Bank Investment Consultant)
US Bancorp Launching Unit Catering to Ultra-Rich (Wall Street & Tech) - US Bancorp plans to launch a new unit for the ultrawealthy in the fourth quarter from offices in Denver and its headquarters city of Minneapolis.
Despite Worst Year for Annuities, Banks Post Only Small Loss (On Wall Street) - Last year, total annuity sales through banks declined 25% from the prior year, which itself was down 18% from the year before that, according to Kehrer-LIMRA. Yet newly release data from the Michael White-ABIA Bank Annuity Fee Income Report shows that income from annuities was down just 1.8%.
SunTrust Appoints Rogers New CEO; Wells to Retire at End of 2011 (On Wall Street) |
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IBD Wholesalers: Top Articles for June |
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Our Shrinking Industry:
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Other Articles:
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Wirehouse News: Recruiting - June |
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Wirehouse Firms Get Creative With Recruiting (Registered Rep)
Why nobody wins in the new recruiting wars (Investment News) - When seemingly every broker-dealer wants to increase its reps — at a time when the total population of financial advisers is in the process of shrinking — is it possible for anyone to actually win the so-called recruiting wars?
Wells Fargo Recruits From Outside the Industry (Registered Rep) - Wells Fargo Advisors’ is looking for recruits in out of the way places. In April, Kent Christian, president of Wells Fargo Advisors’ financial services group, told a Securities Industry and Financial Markets Association conference that the aging FA population is creating a shortage that will seriously impact the industry and investors, and which he believes “cannot” be solved by recruiting from rival firms.
Wirehouse Firms Get Creative With Recruiting (Registered Rep) - As recruiting from other wirehouses dries up, the big Wall Street firms have been turning to non-traditional sources.·
Recruiting Update: Baird and HighTower Add Advisors (Advisor One)
75% of Broker-Dealers, RIAs Plan to Hire in 2011 (Bank Investment Consultant) - They plan to boost their staff by 30% over the next 12 months, Fidelity finds.
Baird Hires Morgan Stanley Complex Director, Promotes Five (On Wall Street) - Morgan Stanley's Steven W. Stroker will lead Baird's wealth management offices in the central region.
Back to the future: Wirehouse firms resurrect training (Investment News)
Wall Street Brokerages Set For More Advisor Defections? (Registered Rep) - Another wave of financial advisor defections could be just around the corner, says an Aite Group report. Switching for big signing bonuses spiked during the recent financial crisis when Wall Street’s biggest brokerages merged or were acquired. But it died down a bit after Merrill Lynch and Morgan Stanley offered their financial advisors retention packages.
Merrill, Wells, Ed Jones Jack Up Trainee Hiring (Registered Rep)
Branch managers, time to stop living in the past: Sarch (Investment News) |
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