Provide personalized insurance advice and financial protection strategies to clients via virtual and hybrid channels. Build and grow client relationships, prepare and submit insurance applications, manage underwriting, maintain accurate client records, ensure compliance, and collaborate with internal partners while expanding knowledge of investment planning.

As a Sales Director, you'll train WFG advisors on life insurance products and marketing plans, develop business relationships, and respond to inquiries while attending events and traveling as needed.

The Manager, Process Innovation leads initiatives for operational process improvements, drives business change, evaluates workflows, and enhances efficiency through automation. Responsibilities include analyzing processes, managing projects, and collaborating with management to optimize operations.

The Software Developer will enhance and maintain software solutions, ensure system reliability and security within a Dev/Sec/Ops framework, participate in coding, and leverage AI for automation.

As an Actuarial Advisor, you'll provide actuarial expertise, lead strategic initiatives, and develop solutions for business areas while mentoring junior staff.

As an Administrative Support Agent, you will assist with client requests, document management, data entry, and compliance maintenance for contract administration.

Serve as a trusted financial partner, offering customized investment strategies and wealth planning to clients, while managing relationships and compliance.

The Prestige Relationship Manager is responsible for providing exceptional support to high-net-worth Advisors, ensuring their needs are met and fostering strong relationships while onboarding new Advisors and collaborating with internal teams.

The Functional Analyst will configure Oracle financial systems, support projects, assist in implementing tools and processes, and conduct proofs of concept.