Financial Retail Sales Assistant - Registered jobs in California

Financial Retail Sales Assistant - Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Supervisory Financial Analyst
  • US Assistant Secretary for Housing-Federal Housing...
  • San Francisco, CA FULL_TIME
  • Duties

    As a Supervisory Financial Analyst, you will:

    • Provide comprehensive, up-to-date models for computing credit-subsidy-rates, Liability for Loan Guarantee and Loan Loss Reserve estimates, and other required calculations for budget and financial statement reporting.
    • Provide analysis and reports for executive review, including regular and ad hoc reports requested by the Office Director, senior management, or oversight agencies that provide critical information needed for budget and policy decision makers.
    • Advise on matters pertaining to the financial impact on the FHA insurance funds resulting from new or revised HUD FHA programs and policies, new or proposed legislation, and new or proposed OMB rules and regulations.
    • Plan, direct, and carry out major studies that assess the value of FHA programs and make authoritative recommendations for important policy and program changes.
    • Oversee the design and implementation of complex financial research projects. Perform research involving financial and budget-accounting concepts as applied to Federal direct loans and guarantees.

    Requirements

    Conditions of Employment

    Candidates will be selected for a job assigned to one of the official duty stations listed in this announcement. Failure to report to duty at the location for which the candidate is selected may be grounds for a disciplinary action, including removal.

    The announcement will close at 11:59 p.m. ET on the date of receipt of the 250th application or at 11:59 p.m. ET on 05/10/2024; whichever occurs first. Any required documents should be submitted at the time that you apply as documents will not be accepted after the vacancy closes.

    Key Requirements:
    • Must be U.S. Citizen or U.S. National.
    • A one year probationary period may be required.
    • A one year supervisory or managerial probationary period may be required.
    • Must successfully complete a background investigation.
    • Public Trust - Background Investigation will be required.
    • Complete a Declaration for Federal Employment to determine your suitability for Federal employment, at the time requested by the agency.
    • Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.
    • If you are a male applicant born after December 31, 1959, certify that you have registered with the Selective Service System or are exempt from having to do so.
    • Go through a Personal Identity Verification (PIV) process that requires two forms of identification from the Form i-9. Federal law requires verification of the identity and employment eligibility of all new hires in the U.S.
    • Please refer to "Additional Information Section for additional Conditions of Employment."

    Qualifications

    You must meet the following requirements by the closing date of this announcement.

    Specialized Experience: For the GS-15 grade level, you must have one year (52 full weeks) of specialized experience at a level of difficulty and responsibility equivalent to the GS-14 grade level in the Federal service. Specialized Experience for this position includes:
    - Planning, directing, and carrying out financial research studies that result in authoritative recommendations; AND
    • Providing administrative and technical supervision to analysts engaged in financial valuations of direct loan or loan guarantee programs or portfolios; AND
    • Assigning, directing, and reviewing the work of subordinate employees.

    Experience may have been gained in either the public, private sector or volunteer service. One year of experience refers to full-time work; part-time work is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week on your resume.

    Education

    This job does not have an education qualification requirement.

    Additional information

    OTHER INFORMATION:

    • We may select from this announcement or any other source to fill one or more vacancies.
    • Relocation expenses will not be paid.
    • Relocation incentive will not be paid.
    • Recruitment incentive will not be paid.
    • This is a non-bargaining unit position.
    • This position is Exempt from the Fair Labor Standards Act (FLSA).
    • HUD offers alternative and flexible work schedules.
    • This announcement may be used to fill additional vacancies for similar positions across HUD. During the online application process, you will be asked to specify if you would like your application information shared with other hiring managers in the Program Office listed in this announcement or in other HUD Program Offices. Opting to share your application information will not impact your application for this announcement, nor will it guarantee further consideration for additional positions.
    CONDITIONS OF EMPLOYMENT (CONTINUED):

    HUD employees are subject to a number of government-wide and HUD specific ethics laws and regulations, including restrictions on working in a real estate related business, and having Section 8 tenants, along with other prohibited interests and activities. To review applicable ethics rules and HUD specific restrictions, please visit https://portal.hud.gov/hudportal/HUD?src=/program_offices/general_counsel/ethics.


    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    How You Will Be Evaluated

    You will be evaluated for this job based on how well you meet the qualifications above.

    Your application includes your resume, responses to the online questions, and required supporting documents. Please be sure that your resume includes detailed information to support your qualifications for this position; failure to provide sufficient evidence in your resume may result in a "not qualified" determination.

    Rating: Your application will be evaluated in the following areas: Communication, Leadership, and Technical.

    Category rating will be used to rank and select eligible candidates. If qualified, you will be assigned to one of three quality level categories: Best (highest quality category), Better (middle quality category), or Good (minimally qualified category) depending on your responses to the online questions, regarding your experience, education, and training related to this position. Your rating may be lowered if your responses to the online questions are not supported by the education and/or experience described in your application.

    Veterans' preference is applied after applicants are assessed. Preference-eligibles will be listed at the top of their assigned category and considered before non-preference-eligibles in that category.

    Qualified preference-eligibles with a compensable service-connected disability of 10% or more will be listed at the top of the highest category.

    Referral: If you are among the top qualified candidates, your application may be referred to a selecting official for consideration. You may be required to participate in a selection interview.

    If you are a displaced or surplus Federal employee (eligible for the Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP)) you must receive a score in the middle quality category or better to be rated as "well qualified" to receive special selection priority.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    • Required Documents

      As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

      A complete application includes:

      1. A resume: All applicants are required to submit a resume either by creating one in USAJOBS or uploading one of their own choosing. (Cover letters are optional.)

      • Please limit your resume to 5 pages. If more than 5 pages are submitted, your resume will still be accepted, however only the first 5 pages will be reviewed and considered for qualifications determination in whether or not the minimum qualifications for the position have been met.
      • To receive full credit for relevant experience, please list the month/date/year and number of hours worked for experience listed on your resume.
      • It is suggested that you preview the online assessment questionnaire, to ensure that your resume thoroughly describes how your skills and experience align to the criteria defined in the "Qualifications" section of this announcement and support your responses to the online assessment questionnaire.
      • For resume writing guidance, please visit USAJOBS Resources Center.

      2. Vacancy assessment question responses: All applicants are required to complete vacancy question responses by clicking the apply online button of this vacancy announcement.

      3. Submission of any required documents identified below, if applicable: Please note that if you do not provide all required information, as specified in this announcement, you may not be considered for this position (or may not receive the special consideration for which you may be eligible).
      • VETERANS' PREFERENCE DOCUMENTATION:
        • If you are claiming veterans preference, please see applicant guide for required documentation In order to be considered for veterans preference, you must submit all required documentation as outlined in the applicant guide.
      • CAREER TRANSITION ASSISTANCE PLAN (CTAP) OR INTERAGENCY CAREER TRANSITION ASSISTANCE PLAN (ICTAP) ELIGIBLE INDIVIDUALS:
        • If you are a displaced or surplus Federal employee, in order to be eligible under one of these authorities you must submit all required documentation as outlined in this link: CTAP/ICTAP
    • How to Apply

      HUD has partnered with the Treasury's Bureau of the Fiscal Service to provide certain personnel services to its organization. Fiscal Service's responsibilities include advertising vacancies, accepting and handling applications, and extending job offers.

      Please review the entire announcement before applying.

      The following instructions outline our application process. You must complete this application process and submit any required documents by 11:59 p.m. Eastern Time (ET) on the closing date of this announcement. We are available to assist you during business hours (normally 8:00 a.m. - 5:00 p.m. ET, Monday - Friday). If applying online poses a hardship, please contact us by noon ET on the announcement's closing date.

      HUD provides reasonable accommodation to applicants with disabilities on a case-by-case basis. Please contact us if you require this for any part of the application and hiring process.

      • To begin, click Apply to access the online application. You will need to be logged into your USAJOBS account to apply. If you do not have a USAJOBS account, you will need to create one before beginning the application.
      • Follow the prompts to select your resume and/or other supporting documents to be included with your application package. You will have the opportunity to upload additional documents to include in your application before it is submitted. Your uploaded documents may take several hours to clear the virus scan process.
      • After acknowledging you have reviewed your application package, complete the Include Personal Information section as you deem appropriate and click to continue with the application process.
      • You will be taken to the online application which you must complete in order to apply for the position. Complete the online application, verify the required documentation is included with your application package, and submit the application.
      To verify the status of your application:
      • Log into your USAJOBS account (USAJOBS Login) A list of announcements in which you have applied will be at the Welcome screen
      • Under "application status," click "Track this application" and you will be taken to the agency website where you can check your application status. For more information regarding the job and applicant status, please refer to https://www.usajobs.gov/Help/how-to/application/status/.
      • If you wish to make changes/updates to your application and the vacancy is still open, you can click on the job announcement and "Update Application" to be taken back to your application. No updates can be made once the announcement has closed.
      • Please notify us if your contact information changes after the closing date of the announcement. Also, note that if you provide an email address that is inaccurate or if your mailbox is full or blocked (e.g., spam-blocker), you may not receive important communication that could affect your consideration for this position.
      For additional information on how to apply, please visit the Partnership for Public Service's Go Government website.

      To preview the assessment questionnaire: https://apply.usastaffing.gov/ViewQuestionnaire/12397953

      Agency contact information

      Applicant Call Center

      Phone

      304-480-7300

      Email

      hudinquiries@fiscal.treasury.gov

      Address

      Asst Secretary for Housing-Federal Housing Commissioner
      Administrative Resource Center
      Parkersburg, WV 26101
      US

      Next steps

      Once the online questionnaire is received, you will receive an acknowledgement email that your submission was successful. We will review your resume and transcript(s) (if appropriate) to ensure you meet the basic qualification requirements. We will evaluate each applicant who meets the basic qualifications on the information provided and may interview the best-qualified applicants. After making a tentative job offer, we will conduct any required suitability and/or security background investigation.

    • Fair and Transparent

      The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

      • Equal Employment Opportunity (EEO) Policy
      • Reasonable accommodation policy
      • Financial suitability
      • Selective Service
      • New employee probationary period
      • Signature and false statements
      • Privacy Act
      • Social security number request

    Required Documents

    A complete application includes:

    1. A resume: All applicants are required to submit a resume either by creating one in USAJOBS or uploading one of their own choosing. (Cover letters are optional.)

    • Please limit your resume to 5 pages. If more than 5 pages are submitted, your resume will still be accepted, however only the first 5 pages will be reviewed and considered for qualifications determination in whether or not the minimum qualifications for the position have been met.
    • To receive full credit for relevant experience, please list the month/date/year and number of hours worked for experience listed on your resume.
    • It is suggested that you preview the online assessment questionnaire, to ensure that your resume thoroughly describes how your skills and experience align to the criteria defined in the "Qualifications" section of this announcement and support your responses to the online assessment questionnaire.
    • For resume writing guidance, please visit USAJOBS Resources Center.

    2. Vacancy assessment question responses: All applicants are required to complete vacancy question responses by clicking the apply online button of this vacancy announcement.

    3. Submission of any required documents identified below, if applicable: Please note that if you do not provide all required information, as specified in this announcement, you may not be considered for this position (or may not receive the special consideration for which you may be eligible).
    • VETERANS' PREFERENCE DOCUMENTATION:
      • If you are claiming veterans preference, please see applicant guide for required documentation In order to be considered for veterans preference, you must submit all required documentation as outlined in the applicant guide.
    • CAREER TRANSITION ASSISTANCE PLAN (CTAP) OR INTERAGENCY CAREER TRANSITION ASSISTANCE PLAN (ICTAP) ELIGIBLE INDIVIDUALS:
      • If you are a displaced or surplus Federal employee, in order to be eligible under one of these authorities you must submit all required documentation as outlined in this link: CTAP/ICTAP


    Help

    This job is open to

    • The public

      U.S. Citizens, Nationals or those who owe allegiance to the U.S.

    Clarification from the agency

    U.S. citizens or U.S. Nationals; no prior Federal experience is required.

  • 2 Months Ago

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Sales Assistant
  • Shuster Financial Group, LLC
  • Pasadena, CA FULL_TIME
  • Position Summary:The retirement planning division of Shuster Advisory Group, LLC is seeking Internal Sales Assistants to join our team. Shuster is an established firm looking for new talent that is ea...
  • 19 Days Ago

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Retail Sales Financial Analyst
  • Apple
  • Cupertino, CA FULL_TIME
  • SummaryPosted: May 30, 2024Role Number:200553414Apple is where individual imaginations gather together, committing to the values that lead to great work. Every new product we build, service we create,...
  • 9 Days Ago

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Retail Sales Associate
  • The UPS Store - Retail Center Sales Associate
  • Antelope, CA PART_TIME
  • SUMMARY: * Job description The UPS Store, the nation’s leading franchisor of business and postal services has an excellent opportunity for a sales and service associate in a fast-paced environment. Th...
  • 15 Days Ago

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Broker/Dealer - Sales Assistant
  • PlanMember Financial Corporation
  • Carpinteria, CA FULL_TIME
  • As our PlanMember Sales Assistant, you will have an exciting opportunity to learn the securities industry while supporting our PlanMember Advisors. Supporting to our assigned advisors in the form of s...
  • 4 Days Ago

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Financial Analyst
  • Sales Demo - Juliet Rausch
  • San Francisco, CA FULL_TIME
  • Lever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related wor...
  • 20 Days Ago

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Financial Sales Representative
  • Northwestern Mutual
  • New York, NY
  • Financial Sales Rep When getting started in Finance it's important to join a firm that will give you the most opportunit...
  • 6/11/2024 12:00:00 AM

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Financial Sales Representative- Remote
  • The Mathews Agency
  • Tampa, FL
  • We are hiring a remote financial sales professional who can meet our clients remotely on Zoom and tailor services to our...
  • 6/11/2024 12:00:00 AM

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Financial Sales Representative - Remote
  • The Mathews Agency
  • Little Rock, AR
  • We are hiring a Remote Financial Sales Agent who can meet our warm lead clients via phone or Zoom and tailor a plan to t...
  • 6/11/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Braintree, MA
  • You Will: Build a client base by growing relationships with your network and providing guidance Gain expertise through s...
  • 6/10/2024 12:00:00 AM

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Financial Services Sales Associate Director
  • Financial Executives International
  • Arlington, VA
  • **Financial Services Sales Associate Director** Accenture Arlington , VA 22202 Organization: Technology Financial Servic...
  • 6/10/2024 12:00:00 AM

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Financial Sales Representative
  • Allstate
  • We are looking for talent in Rhode Island....We have immediate opportunities and access to existing books of business. W...
  • 6/9/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Milwaukee, WI
  • Wealth Management Advisor – Northwestern Mutual Entrepreneurship while making an impact. This is a career shift that cou...
  • 6/8/2024 12:00:00 AM

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Financial Sales Representative - Internship
  • ECP Business Capital
  • Lexington, KY
  • Are you a motivated and driven individual seeking a challenging summer internship opportunity? Look no further than ECP ...
  • 6/7/2024 12:00:00 AM

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$60,002 to $107,735

Financial Retail Sales Assistant - Registered in Spartanburg, SC
Whenever non-registered sales assistants need help, they can rely on registered sales assistants support.
February 02, 2020
Financial Retail Sales Assistant - Registered in Pocatello, ID
It is also the duty and responsibility of financial retail sales assistant to create reports for the sales forces, regarding sales results, team earnings, and market conditions.
March 02, 2020
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020