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Suitability Analyst; Fully Remote
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-04
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for:
Horace Mann
Remote/Work from Home
position Listed on 2026-10-04
Job specializations:
-
Finance & Banking
Banking & Finance, Accounting & Finance, Financial Advisor / Consultant, Financial Compliance
Job Description & How to Apply Below
- Review financial product applications for FINRA suitability and regulatory compliance.
- Evaluate transaction documentation and follow up with registered personnel as needed.
Registered Representative Support:
- Serve as a resource on product suitability, asset allocation, and required documentation.
- Clearly communicate outstanding requirements to field partners.
Surveillance & Process Improvement:
- Use exception reports and surveillance systems to support firm supervision.
- Assist in training, forms, and process improvements for compliance.
Horace Mann provides insurance and financial products tailored to educators, helping them protect assets and plan for the future. Serving over 4,100 school districts nationwide, the company is publicly traded on the NYSE and holds more than $12 billion in assets.
As a Suitability Analyst (Fully Remote), you will play an important part at Horace Mann in United States.
The Suitability Analyst (Fully Remote) position in the Finance, IT & Technology field is open for applications.
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