Entry Level Financial Advisor
5 days ago
This is a Hybrid position.
Wisepath Group DBA - Strategic Financial Concepts is looking for an Entry-Level Financial Professional to join our team. The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts.
The ideal candidate is someone with high energy, curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role, and create ways to attain new accounts.
Responsibilities:
- Generate lead flow - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Financial Advisors. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales leads qualification process.
- Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness and educational opportunities, and request referrals. Coordinate in-person meetings and calls between new clients and Financial Advisors.
- Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.
- Build relationships – Prospect new channel partners by networking and making phone or email contact. Connect with as many channel partners as possible to encourage the partnership of our products offered.
Requirements:
- BS degree in Marketing or Business Administration is preferred
- Hands-on experience with multiple sales techniques (including cold calls)
- Experience with CRM software
- 1+ years of sales experience or finance experience
- Familiarity with MS Excel (analyzing spreadsheets and charts)
- Understanding of sales performance metrics
- Life & Health Insurance Licenses preferred (We can assist with obtaining them)
Employees can also take advantage of benefits
- Unlimited earning potential
- Financial assistance to new advisors
- Residual income
- Opportunities to earn additional bonuses and incentives.
- W2 FICA 7.5%
- Sponsorship of required licensing and designations
- Generous benefits package – health, dental, vision, and life/disability
- 401k w/ 6% Match
- National recognition and rewards programs, including business conferences and Chairman’s trips
- Marketing/sales support & mentorship from seasoned advisors and marketers
- Flexible work schedule
- Advancement/management opportunities
- Access to an online proprietary, economic-based financial planning tool
We offer extensive training to our new professionals including mentorship, resources, and support to give them the confidence and knowledge they need to make a difference in the lives of those around them. As a Financial Advisor, you will develop long-lasting relationships and provide solutions to help your clients understand their current financial situation and meet their financial goals.
-
Financial Aid Advisor
3 weeks ago
Cheyenne, Wyoming, United States University of Wyoming Full timeFinancial Aid AdvisorThe University of Wyoming is seeking a highly skilled and dedicated Financial Aid Advisor to join our Scholarships & Financial Aid team. As a key member of our advising team, you will provide exceptional customer service and support to students and parents, ensuring they receive the financial aid they need to succeed.Key...
-
Financial Aid Advisor
3 weeks ago
Cheyenne, Wyoming, United States University of Wyoming Full timeJob Title: Financial Aid AdvisorThe University of Wyoming is seeking a highly skilled and dedicated Financial Aid Advisor to join our team. As a key member of our Scholarships and Financial Aid advising team, you will provide exceptional customer service and financial aid services to students and parents.Key Responsibilities:Provide expert advice and...
-
Financial Advisor
6 days ago
Cheyenne, United States First National Bank of Omaha Full timeAt FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Our Modern, Flexible Workplace: We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to...
-
Entry Level Customer Service
2 weeks ago
Cheyenne, United States Adecco Full timeJob DescriptionJob DescriptionAdecco is hiring immediately for Entry Level Customer Service jobs at a local client in Cheyenne, WY. As a Customer Service Representative, you will be an essential part of our team, responsible for providing exceptional customer service and administrative support. Your primary duties will revolve around assisting customers with...
-
Financial Services Professional
3 weeks ago
Cheyenne, Wyoming, United States First National Bank of Omaha Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at First National Bank of Omaha. As a trusted advisor, you will serve clients with simple to moderately complex investment needs, providing personalized education, advice, and guidance to help them achieve their financial goals.Key ResponsibilitiesImplement successful sales...
-
Financial Services Professional
2 weeks ago
Cheyenne, Wyoming, United States First National Bank of Omaha Full timeAbout the Role:The Financial Advisor is a trusted advisor who will serve clients with simple to moderately complex investment needs.Through an advisor-led approach, the Financial Advisor will serve as a planning generalist to help individuals in every life stage achieve their banking and long-term planning needs.The typical customer will have investible...
-
Financial Services Representative
4 weeks ago
Cheyenne, Wyoming, United States Blue Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Assistant to join our team at Blue Federal Credit Union. As a key member of our Investment Department, you will play a critical role in supporting the success of our Financial Advisors and contributing to the growth of our organization.Key ResponsibilitiesProvide exceptional support to...
-
Entry Level Civil Engineer
2 months ago
Cheyenne, United States Inberg-Miller Engineers Full timeInberg-Miller Engineers (IME)Our team members possess a passion for making an impact through a collaborative environment. As an employee-owned company, we are committed to enhancing the well-being of our clients, our communities, and our staff. Your input plays a crucial role in maintaining the exceptional standard of service that IME offers. As you progress...
-
Entry Level Civil Engineer
1 month ago
Cheyenne, United States Inberg-Miller Engineers Full timeInberg-Miller Engineers (IME)Our team members possess a passion for making an impact through a collaborative environment. As an employee-owned company, we are committed to enhancing the well-being of our clients, our communities, and our staff. Your input plays a crucial role in maintaining the exceptional standard of service that IME offers. As you progress...
-
Financial Services Associate
2 months ago
Cheyenne, Wyoming, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
-
Financial Director
1 month ago
Cheyenne, Wyoming, United States iSoftTek Solutions Inc Full timeJob Title: Financial Controller/CFOWe are seeking a highly skilled and experienced Financial Controller/CFO to join our team at iSoftTek Solutions Inc. The ideal candidate will have a strong background in finance and accounting, with a proven track record of providing financial oversight, cost-efficiency, and financially feasible business decisions.Key...
-
Cheyenne, Wyoming, United States Confluent Full timeWe are seeking a highly motivated and experienced Senior Manager of Technical Accounting and Financial Reporting who thrives in a fast-paced environment.This role will take ownership of the completion of different SEC reporting deliverables and help scale the SEC reporting process at Confluent.The ideal candidate is an experienced CPA with 5+ years of total...
-
Senior Financial Manager
3 weeks ago
Cheyenne, Wyoming, United States iSoftTek Solutions Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Controller/CFO to join our team at iSoftTek Solutions Inc. The ideal candidate will have a strong background in finance and accounting, with a proven track record of providing financial oversight and guidance to senior management.Key ResponsibilitiesPrepare and direct the preparation of...
-
Entry Level Geotechnical Engineer
2 months ago
Cheyenne, United States Inberg-Miller Engineers Full timeInberg-Miller Engineers (IME)Our team members possess a passion for making an impact through a collaborative environment. As an employee-owned company, we are committed to enhancing the well-being of our clients, our communities, and our staff. Your input plays a crucial role in maintaining the exceptional standard of service that IME offers. As you progress...
-
Entry Level Geotechnical Engineer
2 months ago
Cheyenne, United States Inberg-Miller Engineers Full timeInberg-Miller Engineers (IME)Our team members possess a passion for making an impact through a collaborative environment. As an employee-owned company, we are committed to enhancing the well-being of our clients, our communities, and our staff. Your input plays a crucial role in maintaining the exceptional standard of service that IME offers. As you progress...
-
Entry Level Geotechnical Engineer
1 month ago
Cheyenne, United States Inberg-Miller Engineers Full timeInberg-Miller Engineers (IME)Our team members possess a passion for making an impact through a collaborative environment. As an employee-owned company, we are committed to enhancing the well-being of our clients, our communities, and our staff. Your input plays a crucial role in maintaining the exceptional standard of service that IME offers. As you progress...
-
Real Estate Financial Analyst
3 weeks ago
Cheyenne, Wyoming, United States Finite Group Full timeJob SummaryWe are seeking a highly skilled Real Estate Financial Analyst to join our team at Finite Group. As a key member of our accounting team, you will be responsible for managing the full accounting cycle for commercial and residential real estate properties.Key Responsibilities:Perform financial analysis and accounting for commercial and residential...
-
Senior Financial Analyst
3 weeks ago
Cheyenne, Wyoming, United States Polaris Full timeJob SummaryThis role serves as a key finance business partner to the Engineering organization, driving improvements in processes, systems, and financial planning. As a Senior Financial Analyst, you will focus on providing timely, relevant, and accurate reporting & analysis of performance against plan to facilitate decision-making. You will also develop and...
-
Accounts Receivable Specialist
2 weeks ago
Cheyenne, Wyoming, United States Creative Financial Staffing Full timeWe are seeking a highly skilled Accounts Receivable Specialist to join our team at Creative Financial Staffing. As an Accounts Receivable Specialist, you will be responsible for managing and processing incoming payments, maintaining accurate records, and ensuring timely collections. This role requires excellent communication skills, a strong understanding of...
-
Senior Financial Analyst
3 weeks ago
Cheyenne, Wyoming, United States Polaris Full timeJob SummaryThis role serves as a key finance business partner to the Engineering organization, driving improvements in processes, systems, and financial planning. As a Senior Financial Analyst, you will focus on developing and implementing efficient methods for data extraction and analysis, collaborating with functional team members to identify opportunities...