Licensed Sales Assistant: Client Trades & Wealth Support

Finaltllc

Finaltllc in Spokane is looking for a licensed sales assistant to support a financial advisory team. You will receive non-solicited trade orders and execute them as instructed, and prepare client appointments and account reviews with reports and forms. You will process new business and various checks, while handling maintenance requests like RMDs, withdrawals, and beneficiary changes. You will pend openings and manage electronic files, field client calls, and continually educate yourself on #J-18808-Ljbffr Finaltllc

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Licensed Sales Assistant: Client Trades & Wealth Support in Spokane, WA vacancy

LICENSED SALES ASSISTANT
After becoming licensed, the employee will have the ability to make trades when instructed by the finanical advisor. Employee can... ...discuss account information with clients when requested. Key Responsibilities: Licensed Sales Assistants have the ability to receive non-solicited...
Suggested
Work at office
Finaltllc
Spokane, WA
2 days ago
Retail Sales Customer Service Specialist - Bilingual in Spanish Required
$18.3 per hour
...concerns and ensure maximum client satisfaction as well as... ...meeting the store's sales goals. This is a... ...excellent sales service Assist customers in person and... ...unrestricted Driver's License Must be able, with... ...success, and we invest and support you in: Life with...
Suggested
Hourly pay
Contract work
Part time
For contractors
Work experience placement
Local area
Immediate start
Afternoon shift
Sherwin Williams
Spokane, WA
5 days ago
Treasury Sales Officer III
$105.7k - $158.5k
...SUMMARY: The Treasury Management Sales and Service Manager will... ...resource to all branches and assist with their business development... ...trends. Will serve as a proactive, client-focused trusted financial... ...products and provide on-going support to them. Ensures Annual reviews...
Suggested
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Remote work
Visa sponsorship
Work visa
Gbcijobs
Spokane, WA
10 hours ago
Retail Support Specialist
$26 per hour
...Team! At DSI, we have over 40 years of sales enablement and customized business... ...enhanced value that delivers results for our clients and partners. We're on the lookout for passionate... ...impact. Job Overview The Retail Support Specialist (RSS) delivers hands-on,...
Suggested
Hourly pay
Flexible hours
Afternoon shift
DSI Systems
Spokane, WA
4 days ago
VCS Sales Clerk- Spokane WA
Join An Excellent Organization Are you looking for a better work-life balance and opportunities to grow? Join an excellent organization that puts Veterans first for a fulfilling career! Since 1946 Veterans Canteen Service (VCS) has delivered the VCS benefits to millions...
Suggested
US Government Jobs
Spokane, WA
3 days ago
VCS Sales Clerk- Spokane WA
...Job Title Job Description Duties: Assists customer in locating products & provides detailed information to enhance their shopping experience. Handles sales transactions efficiently using a cash register, ensuring accuracy & customer satisfaction. Restocks...
US Department of Veterans Affairs
Spokane, WA
5 days ago
Sales Clerk
...promotional bin tags from displays, and price tags as required following sales events, flyers, etc. Restock merchandise displays as needed,... ...tell a customer no without checking with a floor manager, assistant manager or store manager. Watch for shoplifters and take...
Flexible hours
Afternoon shift
Jant Group, Inc
Spokane, WA
9 days ago
Salesperson
...motivated and results-driven Sales Representative to expand our presence... ...relationships with clients, and promoting our acoustic solutions... ...recommendations and technical support.Achieve sales targets and... ...trends and competitors.Attend Trade showsHave a valid Passport for...
Remote work
HUSH ACOUSTICS LLC
Spokane, WA
1 day ago
Retail Keyholder
$17.63 - $20.38 per hour
...supervision, the Retail Keyholder assists the store management team in... ...service experiences within a sales culture that utilizes elements... ...'s Circle of Life buy, sell, trade, and reservation business model... ...throughout the store. Support the overall shopping environment...
Full time
Casual work
Local area
Worldwide
Flexible hours
Shift work
Night shift
3 days per week
GameStop
Spokane, WA
10 hours ago
Sales Coordinator
$19 per hour
...and rewarded in a truly special setting.Sales CoordinatorWe are seeking a highly motivated... ..., you will be responsible for supporting the sales team in achieving revenue goals... ...providing exceptional customer service to clients. Specific requirements include the ability...
Work at office
Nobu Eden Roc Hotel Miami Beach
Spokane, WA
2 days ago
Sales Coordinator Remote
$69k
...DescriptionJob DescriptionRemote Insurance Sales Representative | Flexible... ...will work remotely, serving clients by providing guidance and... ...a working cameraInsurance license required or willingness to obtain... ...clientsPresent benefit programs and assist clients with enrollmentBuild...
Remote work
Work from home
Flexible hours
HMG Careers
Mead, WA
2 days ago
Store Protection Specialist
...package inspection policy. Walks sales floor to identify and address... ...in everything they do and assists Store Leadership in maintaining... ...etc.Other duties as assigned to support Loss Prevention initiatives.... ...preferred. Active Security Guard License preferred Ability to work...
Local area
Ross Stores, Inc.
Spokane, WA
4 days ago
COURTESY CLERK
$17.15 per hour
...workedPaid Family & Medical LeaveEmployee Assistance Program (EAP)Essence of PositionTo... ...contribution to our team.Promoting Yoke's sales and company growth by patronizing Yoke's... ...old.Certificates & LicensesValid Driver's License or State I.D. CardYoke's Provided TrainingActive...
Full time
Shift work
Night shift
Yokes Fresh Markets
Spokane, WA
2 days ago
Shop Assistant
$18 per hour
...Time Shop AssistantLawn Doctor is hiring for a part time shop assistant for our shop located in the Spokane Valley off Trent and Sullivan... ...for servicing customers. Training is provided. Valid driver’s license is required. Must be 18 years old. Successful candidates should...
Hourly pay
Part time
Local area
Immediate start
Monday to Friday
Shift work
Afternoon shift
Lawn Doctor North Spokane
Spokane, WA
10 hours ago
Retail Service Specialist
$17.13 - $23.5 per hour
...performed. Multiple premiums may apply if applicable criteria are met.The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift...
Hourly pay
Minimum wage
Local area
Flexible hours
Shift work
Night shift
O'Reilly Auto Parts
Spokane, WA
3 days ago
Service Cashier & Admin: Payments, Reconciliation, Impact
...accuracy in repair orders, calculate taxes, and collect funds from customers for a range of transactions. In this role, you will also support the service department by answering calls, directing customers, and maintaining orderly records. #J-18808-Ljbffr AutoNation Inc.
AutoNation Inc.
Spokane, WA
3 days ago
Petco - Cashier/Customer Service Associate $15-$23/hr
$15 - $23 per hour
...are responsible for providing a friendly and helpful shopping experience while supporting daily store operations. Employees operate the register, handle cash and card transactions, assist customers with finding pet food and supplies, answer basic pet care product questions...
Hourly pay
Full time
Petco
Spokane, WA
2 days ago
Sales Coordinator
$19 per hour
...rewarded in a truly special setting. Sales Coordinator We are seeking a highly motivated... ..., you will be responsible for supporting the sales team in achieving revenue goals... ...providing exceptional customer service to clients. Specific requirements include the...
Work at office
Davidson Hospitality Group
Spokane, WA
2 days ago
Beauty Advisor - Clinique, Spokane Valley - Full Time
...Cosmetic Sales Colleague Macy's is more than just a store. We're a story... ...needs and style. Building lasting client relationships is at the heart of... ...refresh signage and pricing, and assist with merchandise moves as needed to support a seamless customer experience. They...
Full time
Part time
All shifts
Flexible hours
Afternoon shift
Macy's
Spokane, WA
3 days ago
Beauty Consultant - Spokane Valley Mall
$18.75 - $23.44 per hour
...providing a personalized, engaging and fun shopping experience to clients, demonstrating beauty products and techniques, and leveraging... ...trends Participates in activities in assigned area(s) to support core standards and ensure merchandise is well presented and available...
Hourly pay
JCPenney
Spokane, WA
1 day ago
Associate Sales Ops Advisor (Army)
$47.6k - $59.5k
...happen. WWT's work benefits clients and partners as much as it does... ...Wide Technology company, supports commercial and SMB markets in... ...Why should you join Inside Sales? The Associate Sales Ops Advisor... ...support to the Sales Ops team, assisting with quoting, order...
Full time
Work experience placement
Work at office
Remote work
Flexible hours
Shift work
World Wide Technology
Spokane, WA
1 day ago
Associate Sales Ops Advisor (SLED West)
$47.6k - $59.5k
...happen. WWT's work benefits clients and partners as much as it does... ...Wide Technology company, supports commercial and SMB markets in... ...Why should you join Inside Sales? The Associate Sales Ops Advisor... ...support to the Sales Ops team, assisting with quoting, order...
Full time
Work experience placement
Work at office
Remote work
Flexible hours
Shift work
World Wide Technology
Spokane, WA
1 day ago
Associate Sales Ops Advisor (SLED East)
$47.6k - $59.5k
...happen. WWT's work benefits clients and partners as much as it does... ...Wide Technology company, supports commercial and SMB markets in... ...Why should you join Inside Sales? The Associate Sales Ops Advisor... ...support to the Sales Ops team, assisting with quoting, order...
Full time
Work experience placement
Work at office
Remote work
Flexible hours
Shift work
World Wide Technology
Spokane, WA
1 day ago
Remote Sales and Service Advisor
$69k
...Description Remote Insurance Sales Representative |... ...work remotely, serving clients by providing guidance... ...promotion from within Supportive and collaborative... ...working camera Insurance license required or willingness... ...benefit programs and assist clients with enrollment...
Remote job
Work from home
Flexible hours
HMG Careers
Spokane, WA
1 day ago
Cashier Part Time
...vets, we have roles that can support your needs and aspirations. Whether... ...value for their money, or assisting with payment or exchanges, it'... ...tuition reimbursement programs for trade certifications, college... ...and tablets. You can obtain sales related licensure or registration...
Part time
Local area
Immediate start
Phenom People
Spokane, WA
2 days ago
Eyecare Sales Associate
...and profitability. In partnership with our clients', our foremost objective is to deliver... ...DESCRIPTION GENERAL FUNCTION This role supports the practice by ensuring unsurpassed... ...and competencies. Operates the point-of-sale system, inputting patient information with...
Minimum wage
Local area
EssilorLuxottica
Spokane, WA
3 days ago
Sales Associate
...Dynamic Sales Associate Wanted!Are you looking for a fun and supportive working environment where you can help others feel their best? Do you thrive in a highly... ...individuals to grow with us. You take care of the clients, and we take care of you!Key Responsibilities:Welcome...
Full time
Part time
Flexible hours
Massage Envy
Spokane, WA
4 days ago
Retail Sales Associate / Customer Service
$17.8 per hour
...Retail Sales Associate / Customer ServiceIf you're looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further!Retail Sales Associates enjoy the following perks:Pay $17.80 per...
Hourly pay
Work at office
Elements Massage
Spokane, WA
2 days ago
HP Retail Sales Representative
$18 per hour
...HP Retail Sales AssociateBecome a Part-Time HP Retail Sales Associate... ...area! In this role, you will assist in driving sales and creating... ...sales quota/goalsCustomer/client satisfaction based on rejection... ...can expect 2020 Companies to support you. 2020's Commitment We are...
Hourly pay
Weekly pay
Part time
Work at office
Local area
Flexible hours
Weekend work
Afternoon shift
2020 Companies
Spokane, WA
4 days ago
PT Sales Associate
...PT Sales AssociateRiver Park Square - Spokane, WA 99201OverviewSalary Range... ....Sales & Customer ExperienceGreet clients with energy and optimism, actively... ...technology for sales and customer support including demonstrating products, assisting customers and utilizing internal...
Hourly pay
Part time
Local area
Flexible hours
Shift work
Night shift
Lovesac
Spokane, WA
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Sales Assistant: Client Trades & Wealth Support. Be the first to apply!