![Berthel Fisher Companies](https://media.trabajo.org/img/noimg.jpg)
Financial Services Associate
2 weeks ago
The Financial Services Associate will support the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients. This role requires FINRA licensing within 12 months of hire to allow the candidate to expand the client support provided to the Representative.
Responsibilities:
- Act as a liaison between the representative and their clients. The type of support is dictated by whether the candidate is FINRA licensed.
- As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
- Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
- Maintain representative’s file organization.
What you will learn:
- Products and services including Mutual Funds, Annuities and Life Insurance,
- Retirement products including IRAs and 403(b)s
- College funding products including ESAs and 529 plans
- Asset allocation strategy
- Time value of money
- Prospecting and telephone techniques (once FINRA licensed)
- Compliance training
Benefits:
- Company sponsored retirement plan (with 3% matching contributions)
- Group Medical Insurance
- Group Disability Insurance
- Paid Time Off
Bonus opportunities:
- For advanced education and designations (CFP, ChFC, RICP, MSFS, etc)
- Attend company sponsored conferences/ trips to FUN places
- Performance and action goal based
- Future ownership (if desired)
Berthel Fisher Companies (BFC) is a growing, national, financial services firm. BFC supports four unique companies that provide investment management and financial products and services to independent financial professionals and their clients.
-
Financial Services Associate
2 weeks ago
Pleasant Hill, United States Berthel Fisher Companies Full timeThe Financial Services Associate will support the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients. This role requires FINRA licensing within 12 months of hire to allow the candidate to expand the client support provided to the...
-
Financial Services Associate
2 weeks ago
Pleasant Hill, United States Berthel Fisher Companies Full timeThe Financial Services Associate will support the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience of clients. This role requires FINRA licensing within 12 months of hire to allow the candidate to expand the client support provided to the...
-
Associate Financial Advisor
1 week ago
Pleasant Hill, United States Berthel Fisher Companies Full timeThe Associate Financial Advisor will support the Registered Financial Advisor's business with day-to-day administrative assistance while enhancing the service experience of clients. The ideal candidate should aspire to be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate will be trained to...
-
Associate Financial Advisor
2 weeks ago
Pleasant Hill, United States Berthel Fisher Companies Full timeThe Associate Financial Advisor will support the Registered Financial Advisor's business with day-to-day administrative assistance while enhancing the service experience of clients. The ideal candidate should aspire to be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate will be trained to...
-
Financial Rep
3 weeks ago
Pleasant Hill, United States Mutual of Omaha Full timeFinancial Representative Trainee - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 502869 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Professional Trainee
4 weeks ago
Pleasant Hill, United States Mutual of Omaha Careers Full timeFinancial Representative Trainee - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 502869 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Associate Financial Advisor
4 weeks ago
Chapel Hill, United States Robert W. Baird & Co. Incorporated Full timeChallenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...
-
Financial Services Agent
1 month ago
Mount Pleasant, United States Lumina Financial Solutions Full timeJob DescriptionJob DescriptionJoin Our Winning Team - Sales Agent Position with Lumina Financial Solutions.Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than Lumina Financial Solutions!!We specialize in protecting families with various INSURANCE PRODUCTS such as life, whole life,...
-
Financial Services Agent
3 weeks ago
Mount Pleasant, United States Lumina Financial Solutions Full timeJob DescriptionJob DescriptionJoin Our Winning Team - Sales Agent Position with Lumina Financial Solutions.Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than Lumina Financial Solutions!!We specialize in protecting families with various INSURANCE PRODUCTS such as life, whole life,...
-
Financial Services Agent
1 week ago
Mount Pleasant, United States Lumina Financial Solutions Full timeJob DescriptionJob DescriptionJoin Our Winning Team - Sales Agent Position with Lumina Financial Solutions.Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than Lumina Financial Solutions!!We specialize in protecting families with various INSURANCE PRODUCTS such as life, whole life,...
-
Financial Professional Trainee
4 weeks ago
Pleasant Hill, United States Mutual of Omaha Careers Full timeFinancial Representative Trainee - Des Moines, IA Location: Iowa Work Type: Full Time Regular Job No: 502869 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program...
-
Financial Services
2 weeks ago
Pleasant Prairie, Wisconsin, United States Uline Full timeFinancial Services - Accounts ReceivableCorporate Headquarters12575 Uline Drive, Pleasant Prairie, WI 53158Uline is the leading distributor of shipping, industrial and packaging materials business. We're hiring a Financial Services - Accounts Receivable Associate to help support our success If you're a dedicated and ambitious finance professional, Uline is...
-
Associate Financial Advisor
1 month ago
Chapel Hill, United States Robert W. Baird & Company, Inc. Full timeOperate within the teams client service and wealth management strategy to ensure high quality client service. Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opport Financial Advisor, Associate, Advisor, Financial Planning, Financial, Client Service, Banking
-
Mortgage Loan Officer
3 weeks ago
Pleasant Hill, United States The PNC Financial Services Group, Inc Full timePosition Overview Job Description Summary At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to...
-
Guest Service Associate
1 week ago
Pleasant Hill, United States European Wax Centers Full timePosition Summary: At European Wax Center-one of the fastest growing franchises in the country-we're currently seeking a front desk agent who is friendly, well spoken, and detailed oriented, who will thrive in a fast-paced working environment. We provide upscale waxing at an affordable price, featuring our exclusive Comfort Wax and 4-step process. With your...
-
Associate Financial Planner
1 week ago
Cherry Hill, United States GemHarvest Executive Recruiting Full timeAssociate Financial Planner Boutique RIA Cherry Hill, NJ Overview Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role. The Firm...
-
Associate Financial Planner
3 weeks ago
Cherry Hill, United States GemHarvest Executive Recruiting Full timeAssociate Financial Planner Boutique RIA Cherry Hill, NJ Overview Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role. The Firm...
-
Associate Financial Planner
2 weeks ago
Cherry Hill, New Jersey, United States GemHarvest Executive Recruiting Full timeAssociate Financial Planner Boutique RIA Cherry Hill, NJ Overview Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role. The Firm...
-
Guest Service Associate
4 weeks ago
Pleasant Hill, United States European Wax Centers Full timePosition Summary: At European Wax Center--one of the fastest growing franchises in the country--we're currently seeking a front desk agent who is friendly, well spoken, and detailed oriented, who will thrive in a fast-paced working environment. We provide upscale waxing at an affordable price, featuring our exclusive Comfort Wax and 4-step process. With...
-
Associate Financial Planner
2 weeks ago
Cherry Hill, United States GemHarvest Executive Recruiting Full timeAssociate Financial PlannerBoutique RIACherry Hill, NJOverviewEstablished and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.The Firm offers...