Business & FinanceOn site
ESI Director, Suitability
National Life GroupAddison, TX
$90,000–132,000/yr
Posted Oct 19, 2026
What you’d do
Reviews and approves suitability of broker-dealer and investment adviser accounts and transactions, including annuities, mutual funds, 529s, and advisory business. Handles escalated transactions with the field, delivers suitability training, and drafts field communications. Found on the employer's careers page on Oct 20, 2026. Apply through the link.
You’ll need
- Bachelor's degree
- 10 years of financial services experience
- 8+ years of suitability review experience
- FINRA Series 7 and 24 licenses
- Strong knowledge of annuity products
Our summary of the listing. The full listing has the details.