Financial Retail Sales Assistant - Registered jobs in Louisiana
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)
Recently Added Financial Retail Sales Assistant - Registered jobs
- Oglesby Financial Group
-
Monroe, LA
FULL_TIME
-
Job description
Given our unique business model our business is growing and so is our team!
About the company: The Oglesby Financial Group is a top ranked, award winning, boutique wealth management firm with over three decades of experience in helping clients worldwide achieve their financial goals. The well-established firm is known for comprehensive, strategic financial planning, its partnership with Guardian Guided Portfolio Solutions™, a robust, proactive investment management platform utilized by clients and other financial advisors nationwide, and our unique delivery of a holistic client experience.
What we do: We help bridge the gap between clients’ finances and their dreams.
Why we do it: To help people live better lives.
What you’ll do: We are looking for highly collaborative, motivated individuals who are task and detailed
oriented, very organized, methodical, and who want to learn and grow both personally and professionally. You will enter a career track that requires no prior industry experience and that will lead, guide and direct you on a path to becoming an integral part of our award-winning team with ample opportunity for advancement. You will learn from and work alongside experienced, highly acclaimed financial advisors to help compile and implement comprehensive financial strategies and deliver the ultimate client experience the firm is known for.
What you’ll need:
- Bachelor’s degree, preferably in a business-related field.
- A career mindset versus a job seeker.
- Experience in problem solving, organizing, project execution and task management.
- Great communication and interpersonal skills.
- Exceptional professional habits and exemplary dress and demeanor.
- Driven desire for personal and professional growth.
- Passion for investing in the people around you.
Compensation and Benefits:
- THE most competitive compensation package in the area and the industry nationwide.
- Progressive Bonus structure (If we grow, you grow)
- Robust, dollar for dollar matching retirement plan.
- Quantity of paid Holiday’s, vacation days and versatile PTO.
- Comprehensive benefits package including health, dental, vision, disability, life insurance, etc.
- Team member perks and benefits.
Industry
- Financial Services
Employment Type
Full-time-career
- 22 Days Ago
- Michael Kors Retail Inc
-
Orleans, LA
PART_TIME
- Michael Kors is always interested in hearing from talented, globally-minded individuals with a passion for fashion. If you enjoy working in a creative, fast-paced environment, then we would love to he...
- 12 Days Ago
- Dillard's Retail
-
Charles, LA
FULL_TIME,PART_TIME
- MAKE SURE YOU VISIT www.dillards.com TO ALSO COMPLETE APPLICATION. Looking for professionally looking and acting individuals who love to assist customers in find the products that make them feel good ...
- 7 Days Ago
- AM Retail Group - Karl Lagerfeld Paris
-
Orleans, LA
PART_TIME
- At Karl Lagerfeld Paris, our Assistant Managers directly help to drive our business success. They work directly with our Store Managers to promote operational effectiveness and ensure that customers a...
- 20 Days Ago
- SAS Retail Services
-
Lafayette, LA
FULL_TIME
- Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area. We display it, we move it, and we track it! Sta...
- 7 Days Ago
- Paradies Lagardère Travel Retail
-
Baton Rouge, LA
FULL_TIME
- Our location is now hiring for a Sales Associate, Full Time and / or Part Time. Starting Salary $11.00 to $13.00 based on experience (Optional) Great Reasons to Work with Us : Career advancement oppor...
- Just Posted
Financial Retail Sales Assistant - Registered jobs at Popular Companies
- 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
- South Carolina Federal Credit Union
-
Charleston, SC
- Description South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team o...
- 6/11/2024 12:00:00 AM
- 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
- 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
- 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
- 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
- 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
- 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