Financial Advisor
TradeJobsWorkforce
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.
TradeJobsWorkforce- ...have an entrepreneurial mindset? Are you passionate about helping people achieve their biggest goals? Many find their calling in financial services after working in other industries. Are you looking for more fulfillment from your career? Are you starting to think about...SuggestedFull time
- The Financial Aid Counselor serves as a frontline advocate and resource for students and families navigating the financial aid process. This role prioritizes delivering exceptional customer service, providing clear, accurate, and timely information regarding financial aid...SuggestedFull timeWork at office
- ...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking...Suggested
- ...Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements. Imputing financial data into a valuation model. Reviewing and analyzing market comparisons and imputing the applicable data into the valuation model. Imputing industry...Suggested
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...SuggestedRemote work
Caliver Beach Mortgage, LLC
Fremont, NE3 days ago - Bank Teller Provides quality service and develops long term customer relationships. Receives and pays money to bank customers and maintains accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions. Responsibilities ...Trial periodFlexible hoursShift workNight shift
Bank of Colorado
Fremont, NE2 days ago - ...Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary work
- ...sales, inventory levels, and customer orders. This information helps with restocking, analyzing sales trends, and providing data for financial reporting. Collaboration: Parts counter personnel often collaborate closely with other departments within an organization,...Temporary work
- Job Opportunity At Gene Steffy CDJR At Gene Steffy CDJR, we strive to make every customer a customer for life. Happy employees make happy clients, and we reward individuals who are ready to work hard and stay motivated. Every employee is absolutely critical to its success...Local area
$20 - $22 per hour
Hiring Immediately - $20-$22/hr + bonuses Full-time & Part-time It’s your time to step up for Nebraska and get out the vote! We need your love for our state and its people, your skills earned from years of hard work, and your ability to connect with other Nebraskans...Full timePart timeImmediate startShift workWeekend workWeekday work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
