Senior Associate, Advanced Income Solutions Specialist
such as Morningstar Annuity Intel, Beacon, and Wink Intel. Respond promptly to advisor and agent inquiries via phone...
such as Morningstar Annuity Intel, Beacon, and Wink Intel. Respond promptly to advisor and agent inquiries via phone...
such as Morningstar Annuity Intel, Beacon, and Wink Intel. Respond promptly to advisor and agent inquiries via phone...
, Morningstar Workstation, Argus, and Advisory World. Financial Advisors adhere to company and broker-dealer policies, completing...
, Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor Luminaries' 2024 Industry Disruption Firm Award, and 2025 FinTech...
Price and external portfolios’ investment processes, people, performance, external ratings (e.g., Morningstar, Lipper... such as FactSet, Bloomberg, eVestment, Morningstar Direct, etc. Client facing experience. Completion of or progress towards CFA...
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...
of various in-house and third-party applications (e.g., Excel, Barra, eVestment, Enterprise Reporting, FactSet, IQT, Morningstar.../aptitude – knowledge of MS Excel, familiarity with eVestment, Morningstar, Bloomberg, FactSet, and/or EPFR is a plus Capable...
), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, & FactSet) Certificate...
compliance and U4 record required - Knowledge of Bloomberg, FactSet and Morningstar Direct - Knowledge of all asset classes...
Data by and . Copyright © 2025 FactSet Research Systems Inc. Fund data © 2022 Morningstar. All Rights Reserved...