Cadaret, Grant is searching for an experienced candidate with strong annuity knowledge to join our team as a variable annuity analyst. The individual in this role will be responsible for supervisory review and oversight of variable annuity business. This includes evaluating applications, disclosures, investment objectives, and other applicable factors necessary for approval; verifying suitability requirements are being met; signing off on applications as principle; monitoring FINRA and SEC rules and regulations to determine how they would affect the firm; and communicating product features, annuity benefits, and contract provision details to interested parties as needed. This position requires an individual with strong analytical skills, customer service experience, and someone who is self motivated.
- Bachelor’s degree in business, finance or related field plus 3-5 years of industry experience.
- FINRA Series 6/26 or 7/24 are required.
- LAH license is required.
- Excellent oral and written communication skills.
- Highly organized and detail oriented.
- Ability to communicate effectively with internal team members, representatives and insurance companies.
Located in the heart of downtown Syracuse, Cadaret, Grant may be the environment and career opportunity you’re seeking. As an independent broker/dealer, Cadaret Grant offers operational services to financial advisors by providing professional resources, technology, and customized assistance. We are a home to a staff of more than 120 employees servicing approximately 900 financial advisors who are located across the country. Our services offer financial advisors the ability to focus on working with their clients and the freedom to offer a broad range of investment options.
We offer competitive salaries and a comprehensive benefits package for full-time employees. Resumes should be forwarded to email@example.com. For more information on career opportunities, please visit our Web site at www.cadaretgrant.com.