Strategic Financial Solutions Specialist

2 weeks ago


Loudéac, Bretagne, United States Bank of Clarke Full time

Job Overview

As a Strategic Financial Solutions Specialist at Bank of Clarke, you will play a crucial role in providing expert financial planning and advice to our clients. This position requires a high level of expertise in various financial planning products and services, as well as excellent communication and relationship-building skills.

About the Role

This is a key opportunity for a motivated and experienced professional to join our team and contribute to the success of our clients. You will be responsible for determining specific customer financial and investment needs, providing personalized advice on investment product purchases, and maintaining a high level of profitable sales that meet or exceed goals.

Key Responsibilities

  • Determine specific customer financial and investment needs
  • Provide advice to customers on personal investment product purchases
  • Maintain a high level of profitable sales that meet or exceed goals
  • Keep all required licenses in good standing
  • Maintain expertise with current investment product portfolio
  • Implement various business development efforts, including networking within the bank and the community
  • Stay informed of industry product trends and issues
  • Engage in proactive learning to stay apprised of tax and investment updates
  • Act as a resource to other licensed Investment Associates and Wealth Management professionals

Requirements

To succeed in this role, you must have:

  • A college degree or equivalent experience
  • 1-5 years relevant experience in the financial services industry
  • Certification/License: Series 7, 66, and life insurance licenses are required; additional licensure is encouraged
  • Excellent presentation and communication skills
  • Ability to foster and cultivate relationships with prospective and existing customers
  • Ability to work effectively in a team environment

Benefits

At Bank of Clarke, we offer a competitive salary of $85,000 - $110,000 per year, depending on experience. Additionally, we provide a comprehensive benefits package, including medical, life, dental, and vision insurance, as well as generous paid time off. We value integrity, commitment, and diversity, and are dedicated to supporting local philanthropic initiatives and organizations.



  • Loudéac, Bretagne, United States Medical Solutions Full time

    Medical Solutions is a leading provider of total workforce solutions in the healthcare industry, connecting nurses and allied health clinicians with hospitals and healthcare systems across the country. We're seeking a skilled Travel Nurse CVOR Specialist for a 13-week travel nursing job in Virginia.We offer a competitive pay package, including:Estimated...


  • Loudéac, Bretagne, United States Grafton Integrated Health Network Full time

    At Grafton Integrated Health Network, we are committed to providing innovative and effective care to individuals with complex behavior needs. We are seeking a highly skilled Board Certified Behavior Analyst to join our team as a Complex Behavior Solutions Specialist.This role will be responsible for conducting functional behavior assessments and overseeing...


  • Loudéac, Bretagne, United States National Staffing Solutions-Surgical Services Full time

    About the Role: We are seeking a highly skilled Diagnostic Imaging Specialist to join our team. As a CT Technologist, you will be responsible for operating and maintaining imaging equipment, ensuring high-quality images for medical diagnosis.Job Summary: Operate CT scanners to produce high-quality images for diagnostic purposes.Maintain imaging equipment,...


  • Loudéac, Bretagne, United States Yount Hyde and Barbour Full time

    At Yount Hyde and Barbour, we are seeking an exceptional Financial Services Manager to lead our auditing team. As a key member of our organization, you will be responsible for the overall coordination and management of engagements, ensuring high-quality client service and business development.This role requires a strong understanding of financial services...

  • Travel Nurse RN

    5 days ago


    Loudéac, Bretagne, United States Medical Solutions Full time

    Cardiac Cath Lab Travel Nursing Job OpportunityWe are seeking a skilled and experienced travel nurse to join our team in Winchester, Virginia. As a Cardiac Cath Lab specialist, you will have the opportunity to work with top-notch medical professionals and patients in a fast-paced and dynamic environment.


  • Loudéac, Bretagne, United States Navy Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled Cybersecurity Risk Management Specialist to join our team at Navy Federal Credit Union. As a Cybersecurity Risk Management Specialist, you will play a critical role in protecting our members' sensitive information and ensuring the security of our systems.In this role, you will analyze and evaluate existing...


  • Loudéac, Bretagne, United States Medical Solutions Full time

    Medical Solutions is seeking a travel nurse for a 13-week assignment in Telemetry at a hospital in Winchester, Virginia.We're looking for talented healthcare professionals who are passionate about delivering high-quality care and have a strong clinical game. If you're ready for a new adventure and want flexibility and high pay, we invite you to explore this...


  • Loudéac, Bretagne, United States Shenandoah University Full time

    About Shenandoah UniversityShenandoah University is a private, non-profit institution dedicated to providing students with a transformative education that fosters personal growth, intellectual development, and social responsibility.Job Title: Major Gifts OfficerOverviewWe are seeking an experienced Development Fundraising Specialist to join our Advancement...


  • Loudéac, Bretagne, United States Planet Healthcare Full time

    Job Title: Travel Nurse Med Surg Specialist">Company Overview: At Planet Healthcare, we are a global leader in clinical staffing. We take a candidate-first approach and pride ourselves on a consultative method that helps create the right opportunity at the right time for healthcare professionals.Salary: With tax-free stipend amount to be determined, pay...


  • Loudéac, Bretagne, United States AHS Staffing Full time

    AHS Staffing is a leading provider of healthcare staffing solutions. We are seeking an experienced Diagnostic Imaging Specialist to join our team.Job Summary:We are looking for a skilled Diagnostic Imaging Specialist to work in Winchester, Virginia. The ideal candidate will have experience in CT imaging and be able to work effectively in a fast-paced...


  • Loudéac, Bretagne, United States MedPro Healthcare Allied Staffing Full time

    MedPro Healthcare Allied Staffing is seeking a senior travel occupational therapist specialist for an exciting assignment in Winchester, Virginia.About the JobThis role offers a unique opportunity to provide high-quality rehabilitation services to patients in need. As a senior travel occupational therapist specialist, you will be responsible for assessing...


  • Loudéac, Bretagne, United States PlanetHealthcare Full time

    About the JobWe are seeking a skilled and dedicated Mobile Therapy Specialist to join our team in Winchester, Virginia.This travel Occupational Therapist position offers a unique opportunity to work with diverse patients and develop your expertise in occupational therapy.Job ResponsibilitiesProvide high-quality occupational therapy services to patients in...


  • Loudéac, Bretagne, United States AHS Staffing Full time

    Job OverviewWe are seeking a skilled Cardiac Imaging Specialist to join our team in Winchester, Virginia.Compensation PackageThe estimated salary for this position is $115,000 - 140,000 per year, depending on experience and qualifications.About the RoleThis 13-week contract will involve working as a Radiologic Technologist in the Cardiac Cath Lab at AHS...


  • Loudéac, Bretagne, United States Ethos Medical Staffing Full time

    Ethos Medical Staffing is a leading provider of healthcare staffing solutions seeking an experienced Travel Radiology Imaging Specialist to join their team in Winchester, Virginia.Job OverviewThis 13-week travel assignment offers the opportunity to work as an Interventional Radiology Technologist in a dynamic medical setting.About the PositionSpecialty:...

  • Registered Nurse

    2 weeks ago


    Loudéac, Bretagne, United States GHR Healthcare - Travel Division Full time

    Job OpportunityWe are seeking a skilled Registered Nurse to join our team as a Med Surg / Telemetry Specialist. This 13-week contract will be based in Winchester, Virginia.Job SummaryThis is a unique opportunity for an experienced nurse to work with a reputable healthcare provider, GHR Healthcare - Travel Division. As a Med Surg / Telemetry Specialist, you...


  • Loudéac, Bretagne, United States Nurse First Full time

    About the RoleNurse First is seeking a dedicated and skilled Mobile Diagnostic Imaging Specialist to join our team for a 13-week assignment in Virginia.Job SummaryWe are looking for an experienced Ultrasound Technologist to provide high-quality diagnostic imaging services to patients. The successful candidate will be responsible for operating medical...


  • Loudéac, Bretagne, United States Nurse First Full time

    Nurse First is seeking a dedicated and skilled Radiology Technologist for a travel job in Virginia.Job SummaryWe are looking for an experienced Radiology Technologist to join our team as a Medical Imaging Specialist. The ideal candidate will have a strong background in radiology, excellent communication skills, and the ability to work independently.About...


  • Loudéac, Bretagne, United States FlexCare Imaging Full time

    FlexCare Imaging is seeking an experienced Advanced Medical Imaging Specialist for a 13-week travel assignment in Winchester, Virginia.About the JobSpecialty: CT TechnologistShift: 12 hours, daysDuration: 13 weeks36 hours per weekThis exciting opportunity offers a competitive pay package based on 12 hour shifts and 36 hours per week (subject to confirmation)...


  • Loudéac, Bretagne, United States AMN Healthcare Allied Full time

    Job Title: Computed Tomography TechnologistWe are seeking an experienced and skilled Diagnostic Imaging Specialist to join our team at Winchester Medical Center in Virginia.About the Opportunity:DURATION: 13 weeks of temporary assignment with possible extension.SHIFT HOURS: Friday, Saturday, and Sunday from 1 pm to 1:30 am, covering three mid-shift...


  • Loudéac, Bretagne, United States Nurse First Full time

    Job OpportunityNurse First is seeking a Mobile Nuclear Medicine Imaging Specialist for a travel assignment in the Winchester area.Job Summary:We are looking for a skilled Nuclear Medicine Technologist to join our team on a 13-week contract. The ideal candidate will have experience in nuclear medicine imaging and be comfortable working with various...