Financial Services Associate
$100kParks Chevrolet Rva Llc
Job Responsibilities:Treat customers in accordance with dealership policiesEnsure that the proper follow-up schedule is attached to all completed salesEnsure that all necessary customer satisfaction forms have been completed and turned inWork with service department to provide additional warranty information as necessaryMaintain daily log sheet and tabulate total, share with sales managerEstablish and maintain good working relationship with several finance sources, factory and otherwiseKeep general manager and sales manager apprised of all special programs sponsored by any financial sourceSubmit paperwork to and obtain approval from finance sources on all finance dealsWork with sales manager to secure a reasonable profit from every saleSet up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and incomeAttend managers meetingsSeek insurance companies for insurance paperMaintain a daily operating controlPrepare monthly penetration reports on finance penetration and share with sales managerCheck all paperwork for correct in title, lien information, taxes, etc.Establish and meet monthly objectivesPrepare and participate in sales meetingsWork with sales staff in negotiating a sale in the sales managers absenceMonitor alternately with sales manager the lot traffic and compare with daily log sheetMaintain a thorough knowledge of the policies and procedures of the sales departmentJob Qualifications:Two years of experience preferredProfessional appearance and strong communication skillsMotivated individual with a passion and drive for unlimited earning possibilities. Top performers have the potential to earn over $100,000 per year!Must have a valid driver license and clean driving record and be deemed insurable to drive by our insurance companyMust be a notary or be able to become a notary #J-18808-Ljbffr
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over... ...People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe...SuggestedWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs...SuggestedWork at office$45k - $65k
...Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long‑term advisor relationships, a wealth of...Suggested$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...SuggestedTraineeshipHome office- ...Financial Advisor This position is responsible for providing existing and prospective clients... ...of financial planning products and services, utilizing specialized areas of expertise... ...broker/dealer, State and Federal regulations associated with FA role as evidenced on internal /...Suggested
- ...Position Overview As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports... ...by confirming trades, coordinating with other professional service providers, seeking insurance quotes, and researching and...Temporary workWork at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...& Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern...Full timeContract workFor contractorsWork at office$100k - $157.5k
...strategy. They are looking for an experienced Financial Advisor (CFP designation) to serve as a... .... This is a client advisory and service role. You'll build lasting relationships... .... Collaborate with our CPA on staff and associate advisors on complex planning situations....Work at officeRemote workShift work$40k - $120k
...Financial Advisor - Richmond, VA Richmond, Virginia, United States North Star Resource... ...sales and marketing in the financial services industry and what it takes to be a successful... ...: Entrepreneurial Associate's/ Bachelor's Degree Incredible sense...Work experience placement- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where... .... We work to ensure that every associate embraces what makes Pinnacle different and... ...candidates who demonstrate a passion for client service. People who understand that distinctive...Work at office
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor StageI (FSAI) in Mechanicsville, Virginia. This role involves obtaining necessary financial licenses while developing client relationships through strong advisory skills. Candidates must have a results-driven mindset...Hourly payMonday to FridayRotating shift- ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada...Extra incomePart timeRemote work
$130k - $160k
...networking, community involvement, professional associations, and strategic partnerships. Build and... ...Cerity Partners' value proposition and service offerings. Develop and maintain a... ...field. 7+ years of experience in financial services, business development, relationship...Local areaFlexible hours- ...uniquely structured to put the control where it belongs in your hands. All are backed by the world-class resources of a global financial services firm. They serve clients ranging from institutions to individuals and private clients and offer independent research,...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and College...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Northwestern Mutual is seeking College Financial Representatives for their internship program in Richmond, Virginia. Interns will gain hands-on experience in financial planning, build a professional network, and develop valuable skills while working with a Fortune 500...InternshipFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Job Overview A law firm seeks a mid-level or senior-level corporate finance associate with significant secured financing experience to join its Corporate Group in Richmond, VA. This role offers an opportunity to work on sophisticated transactions within a dynamic debt...
- ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‐net‐worth individuals to...Interim roleImmediate startShift workDay shift
$43.89k - $102.08k
...refinement of volume projections by analyzing trends, partnering with key stakeholders, and generating insights that feed into broader financial forecasts. This position offers a strong foundation in forecasting and analytics, with the opportunity to directly impact how the...Hourly payFull timeTemporary workWork experience placementLocal area- ...affords personal and professional growth opportunities. Learn more at Overview of Job Function: Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$105k - $130k
...team to facilitate the month end close process Review monthly financials to understand variances to forecast and budget and articulate... ...ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting...Contract workApprenticeshipWork at officeLocal area$45k - $75k
Job Description: Financial Representative We believe that as a Financial Representative, you... ...Expertise We’re Looking For Customer service, phone, or financial services experience... ...including a stable base salary, to recognize associate achievements. And our benefit programs...Full time- ...with conducting transactions through self-service resources, such as mobile banking,... ...clients to gain in-depth knowledge of the financial and life priorities and connecting clients... ...Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business...Shift workWeekend workDay shift
- Job Overview Financial Solutions Advisor Stage I at Bank of America. The role focuses on obtaining securities industry licenses and building... ...or bachelor’s degree with a minimum of one year of financial services or sales experience. Proficiency in client experience,...Work at officeImmediate startMonday to Friday
- Job Description: Individual is able to work without assistance; provides leadership for others; able to manage highly complex work efforts; may have advanced education; has extensive industry experience. The IT Security Analyst monitors and advises on information security...Permanent employmentContract workLocal area
- ...other leaves of absence when needed to support your physical, financial and emotional well‑being. EY is building a better working world... ...with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ****@*****.***. #J-...Summer holidayFlexible hours
$17 - $20 per hour
...to the dynamic demands of the role, ensuringtimelyand efficient service Exceed customer expectations through ease,empathyand... ...volunteer time (3 days per year, prorated based on start date)OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible...Full timeTraineeshipWork experience placementLocal areaMonday to Friday
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