Internal Financial Consultant
4 months ago
Job Overview:
This position is located in a retail bank branch of The Fidelity Bank, NC. The IFC will partner with Financial Consultants in all functions relating to investment sales within the Investment Program structure. The employee in this role will focus on a specific client segment as defined initially by a range of investment assets; typically representing the mass market segment of advisors’ books of business across all territories.
At FRGIS, we seek to hire strong collaborators who can assist our advisor-facing teams deliver a world-class client experience. We are looking for candidates who thrive in a fast-paced environment, are client-focused, detail-oriented, and are able to execute in a way that encourages creativity and continuous improvement. Natural curiosity and a penchant for learning a must. This role provides a natural career path opportunity into the role of Associate Financial Consultant or branch Financial Consultant.
Duties and Responsibilities:
- Service and maintain a client base and accounts under the parameters and compliance of the Fiduciary Standard and within LPL broker/dealer parameters
- Conduct portfolio reviews, rebalancing, monitoring and adjustments based on client objectives
- Monitor client accounts and provide account reviews on allocated segment group. The service standard calls for a minimum of one review per annum
- Engage in a high level of outbound calls to existing clients. Identify opportunities through needs-based analysis
- Achieve personal and joint sales objectives
- Identify and refer additional opportunities to LPL Financial Advisors or Trust Company of North Carolina as appropriate
- Interact with Financial Advisors as clients migrate into and out of parameters for ongoing business opportunities
- Document client interaction maintaining the CRM System
- Have a thorough understanding of investment and insurance products, their application, fees, suitability, investment limits, and parameters around different investment types
- Maintain licensing, carrier appointments and fulfill ongoing continuing education at the broker/dealer and regulatory levels
- Remain current in financial institution, broker/dealer, and regulatory training programs
- Meet or exceed the target expectation and activity metric of 150 outbound calls per week
- Complete all other tasks, assignments or functions as assigned and/or required
- Perform at a high standard where quality, accuracy, and timeliness are top priorities
Required Skills and Experience:
- Associates/Bachelor’s degree in business related field and/or a minimum of 2 years or equivalent experience. Maintain current FINRA Series 7 license; life insurance license; and Series 63 & 65 or Series 66 registrations
- Professionalism, discretion, confidentiality and a positive attitude are absolute essentials of the position
- Continually expand knowledge and develop skills
- Strong analytical, statistical, reasoning, and listening skills with a desire for accuracy
- Excellent interpersonal and communication skills
- Ability to prioritize & organize time to work independently
- Project a professional image and neat appearance
- Willingness to assume responsibility and solve problems
- Candidates must be flexible, take initiative, and have a strong attention to detail
- Personable and reliable self-starter; proven analytical and problem-solving skills
-
Financial Services Consultant
4 weeks ago
Raleigh, North Carolina, United States Financial Resources Group Investment Services LLC Full timeJob OverviewPosition Summary:This role is situated within a financial services environment. The Financial Services Consultant will collaborate closely with Investment Advisors to facilitate investment transactions within the Investment Program. The primary objective will be to cater to a designated client demographic within the broader market.Key...
-
Tax Consultant
3 weeks ago
Raleigh, North Carolina, United States Internal Revenue Service Full timeAbout the RoleThe Internal Revenue Service (IRS) is seeking a highly skilled Tax Consultant - Stakeholder Relationship Specialist to join our team. As a key member of our Taxpayer Services division, you will play a critical role in building and maintaining partnerships with key stakeholders, creating and sharing value by informing, educating, and...
-
CFO Financial Consultant
2 weeks ago
Raleigh, North Carolina, United States North Carolina Community Health Center Association Full timeJob SummaryWe are seeking a highly skilled CFO Financial Consultant to join our team at the North Carolina Community Health Center Association. As a key member of our finance team, you will provide consultative and operational support to federally qualified health center (FQHC) finance teams.Key ResponsibilitiesProvide financial guidance and support to FQHCs...
-
Financial Services Consultant
4 weeks ago
Raleigh, North Carolina, United States North American Senior Benefits Full timeJob OverviewAs a Financial Services Consultant, you will play a crucial role in assisting clients in achieving their financial aspirations through effective insurance solutions. EMBARK ON A REWARDING CAREERChoose a path where you can positively impact others' lives while advancing your own career both personally and financially. INSURANCE SOLUTIONS WITH...
-
Financial Analyst Intern
2 weeks ago
Raleigh, North Carolina, United States Genworth Full timeUnlock Your Potential with Enact Mortgage InsuranceWe're seeking a talented Finance Intern to join our team at Enact Mortgage Insurance, a leading provider of private mortgage insurance in the US. As a Finance Intern, you'll have the opportunity to work alongside industry experts and contribute to the success of our company.About the RoleAs a Finance Intern,...
-
**Financial Consultant
4 weeks ago
Raleigh, North Carolina, United States North Carolina Community Health Center Association Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at the North Carolina Community Health Center Association. As a key member of our finance team, you will provide consultative and operational support to federally qualified health center (FQHC) finance teams.Key Responsibilities**Financial Analysis and Reporting**: Track,...
-
Financial Business Consultant
1 month ago
Raleigh, North Carolina, United States Morgan Hunt UK Limited Full timeMorgan Hunt UK Limited is collaborating with an NHS Trust in Kent to find a suitable candidate for the role of Finance Business Partner. This position is a contract opportunity with a competitive hourly rate and requires full-time office presence. Key Responsibilities of the Finance Business Partner: Deliver comprehensive financial insights and guidance to...
-
Senior Financial Consultant
1 month ago
Raleigh, North Carolina, United States Veradigm LLC Full timeLocation: RemotePosition Overview:As a Senior Accountant at Veradigm LLC, you will be reporting to the Senior Manager of Accounting. Your primary responsibilities will include gathering and evaluating financial data to prepare and submit monthly journal entries and account reconciliations. This role will require you to investigate and apply accounting...
-
Chief Financial Officer
1 week ago
Raleigh, North Carolina, United States Creative Financial Staffing Full timeCFO Opportunity with a Renowned Construction CompanyCreative Financial Staffing is partnering with a highly respected, family-owned construction company to identify a Chief Financial Officer (CFO) to join their team. The CFO will play a critical role in overseeing the daily operations of the accounting and finance function, while collaborating with the...
-
Financial Services Representative
5 days ago
Raleigh, North Carolina, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...
-
Tax Consultant
3 weeks ago
Raleigh Hills, Oregon, United States Aurora Ventures Full timeAbout Aurora VenturesAurora Ventures is a dynamic and innovative company that values short decision-making processes, a flat hierarchy, and open communication within the team. We are an open-minded team that not only values mutual support and a collegial approach but also encourages our employees to bring their own wishes, ideas, suggestions, and strengths...
-
Bilingual Financial Solutions Consultant
1 month ago
Raleigh, North Carolina, United States Americor Full timeJob OverviewAmericor is seeking dedicated Bilingual Financial Solutions Consultants to enhance our operations. Our consultants play a vital role in the organization's achievements, acting as the first point of contact for clients in need of financial assistance. They specialize in developing customized debt relief plans tailored to the unique circumstances...
-
Financial Services
2 months ago
Raleigh, United States Global Financial Impact - Marco Esquivel Full timeJob DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...
-
Risk Modeling Intern
2 months ago
Raleigh, United States Genworth Financial, Inc. Full timeAt Enact Mortgage Insurance (Nasdaq: ACT), we understand that there's no place like home. That's why we bring our deep expertise, insightful offerings, and extra mile service to work every day to help lenders put more people in homes and keep them there.We're looking for a Risk Modeling Intern in Raleigh, NC to join us in fulfilling our mission, while...
-
Financial Planning Consultant Enterprise Finance
2 weeks ago
Raleigh, North Carolina, United States WakeMed Full timeAbout WakeMedWakeMed Health & Hospitals is a leading provider of health services in Wake County, committed to improving the health and well-being of our community through outstanding and compassionate care.Job SummaryThe Financial Planning Consultant Enterprise Finance serves as the primary finance and accounting liaison to the assigned WakeMed enterprise,...
-
Financial Planning Consultant Enterprise Finance
2 weeks ago
Raleigh, North Carolina, United States WakeMed Full timeAbout WakeMedServing the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care.Position OverviewThe Financial Planning Consultant Enterprise Finance serves as the primary...
-
Financial Planning Consultant Enterprise Finance
2 months ago
Raleigh, United States WakeMed Full timeAbout WakeMed: Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit . EOE Position Information: The Financial Planning...
-
Financial Planning Consultant Enterprise Finance
4 months ago
Raleigh, United States WakeMed Full timeJob DescriptionAbout WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The...
-
Financial Planning Consultant Enterprise Finance
4 weeks ago
Raleigh, North Carolina, United States WakeMed Full timeAbout WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is a leading healthcare provider in Wake County, dedicated to delivering exceptional patient care and improving the health and well-being of our community.Our Mission:We are committed to providing outstanding and compassionate care, driven by our mission to improve the health and...
-
Financial Planning Consultant Enterprise Finance
2 months ago
Raleigh, United States WakeMed Full timeAbout WakeMed: Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org. EOE Position Information: The Financial...