Financial Retail Sales Assistant - Registered jobs in Virginia

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)

N
Financial Analyst
  • Na Ali'i Consulting & Sales, LLC.
  • Arlington, VA FULL_TIME
  • Overview

    Nakupuna Consulting is looking for a Financial Analyst to join our team of talented consultants providing professional services to the Office of the Under Secretary of Defense for Acquisition and Sustainment (OUSD(A&S)). This position will work with a team to perform financial management and budget support for programs within OUSD(A&S). The ideal candidate has significant DoD financial management experience to include in-depth familiarity with the Planning, Programming, Budgeting, and Execution (PPBE) process and Defense Business Systems.

    Responsibilities

    The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned.  Management may assign additional duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.

    • Support the Dormant Account Review Quarterly process, identifying unliquidated obligations (ULOs) and performing necessary coordination and financial transactions to de-obligate ULOs.
    • Support the annual collection and reporting of RDT&E funds execution data for the annual survey.
    • Resolve payment and invoicing issues by liaising with the Defense Finance and Accounting Office, WHS Financial Management Directorate, and WHS Acquisition Directorate.
    • Develop reports, spreadsheets, presentation material, and prepare drafts of official correspondence.
    • Assist with budget exhibit preparation, including OP-5 narratives and OP-5 Stubs (O&M) budget reclamas, and R2/3/4 Exhibits (RDT&E).
    • Draft, review, validate, and prioritize POM papers, POM briefs, Unfunded Requirement (UFR) papers, reclamas, and related budget justification data.
    • Plan, schedule, and coordinate financial management efforts to integrate programs within A&S during all phases of the budget process.
    • Support the planning, development, and execution of IBP’s financial and acquisition Management Internal Controls and Financial Improvement and Audient Readiness compliance.
    • Maintain compliance with DoD Instruction 5010.40, Managers’ Internal Control Program Procedures and A&S guidance. Support IBP goals to achieve internal control objectives.
    • Integrate internal controls into the supported offices’ financial and acquisition management processes.
    • Support Defense IT Investment and Defense Business System by inputting PPBE information into DoD systems of record, including SNAP-IT, DITIP, and the Controller XML database.
    • Support the offices’ estimates of Future Years Defense Program IT Expenditures.

    Qualifications

    Skills/Qualifications: The ideal candidate possesses expertise and experience in DoD financial management. Specifically, the ideal candidate will be familiar with and have experience with the following technical knowledge, skills, and abilities:

    • Demonstrated experience supporting programming and budgeting processes, such as preparing budget exhibits and forecasting.
    • Demonstrated experience in preparing and tracking financial commitments, MIPRs, purchase requests, obligations, and expenditures.
    • Experience in financial metrics analysis, planning, and presentation.
    • Experience with Defense Business Systems is highly preferred such as Defense Agencies Initiative (DAI), G-invoicing, SNaP-IT, DITIP, Comptroller RDT&E XML Exhibits, Defense Travel System, Program Resources Collection, Dormant Account Review Quarterly, Wide Area Workflow, WHS SharePoint Sub-Allotment Portal, and CAPE Program Budget Review.
    • Working knowledge of the DoD Financial Management Regulations.
    • Effective communication and problem-solving skills. Must possess strong numerical and analytical skills. The ideal candidate will possess demonstrated capabilities in researching, collecting, and synthesizing large and complex datasets or databases and a keen eye for detail and accuracy.
    • Takes initiative and exercises personal accountability for achieving high quality outcomes. Responds promptly to customer needs.
    • Excellent Excel and Microsoft Office skill Ability to create and maintain complex financial spreadsheets.

    Education and Experience: Five or more years of relevant experience and a Bachelor’s degree is required.  

     

    Location: Work is performed on Government site at the Pentagon, within Nakupuna offices in Arlington, Virginia, and via telework. Employment is not full-time telework but conducted in a hybrid schedule consisting of both on-site support and telework. Employees will work in close proximity with Government personnel.

     

    Clearance: This position requires an active SECRET security clearance. Must be a U.S. citizen.

     

    Physical Requirements: In addition to the skills and qualifications mentioned above, candidates must, at a minimum, be able to meet the following physical requirements.

    • Ability to lift up to 25 pounds.
    • Ability to use stairs without assistance.
    • Ability to perform repetitive motions with the hands, wrists, and fingers.
    • Ability to engage in and follow audible communications in emergency situations.
    • Ability to sit for prolonged periods at a desk and working on a computer.
  • 20 Days Ago

A
Assistant Sales Manager - Part Time
  • AM Retail Group
  • Leesburg, VA 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...
  • 11 Days Ago

O
Assistant Sales Manager - Full Time
  • OSL Retail Services Inc
  • Leesburg, VA FULL_TIME
  • New Store Opening October 2021!At Karl Lagerfeld Paris, our Assistant Managers directly help to drive our business success. They work directly with our Store Managers to promote operational effectiven...
  • 11 Days Ago

O
Assistant Sales Manager - Part Time
  • OSL Retail Services Inc
  • Leesburg, VA 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...
  • 11 Days Ago

E
Traveling Merchandiser & Retail Support
  • EMD Sales
  • Alexandria, VA FULL_TIME
  • E&R provides merchandising services for EMD SALES, Inc, the preferred international distributor for ethnic products in the Mid-Atlantic Region. For more than 30 years it has been serving a diverse cus...
  • 23 Days Ago

N
Business Financial Analyst
  • Na Ali'i Consulting & Sales, LLC.
  • Arlington, VA FULL_TIME
  • Overview Nakupuna Consulting is seeking a Business Financial Analyst (BFA) to provide contract financial and cost support of a large size, multi-year contract to the Integrated Personnel and Pay Syste...
  • 11 Days Ago

E
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 ...
  • 6/2/2024 12:00:00 AM

N
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...
  • 6/1/2024 12:00:00 AM

T
Financial Sales Representative
  • The Western and Southern Life Insurance Company
  • Charlotte, NC
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 5/31/2024 12:00:00 AM

N
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...
  • 5/31/2024 12:00:00 AM

F
Financial Services Sales Associate Director
  • Financial Executives International
  • Arlington, VA
  • **Financial Services Sales Associate Director** Accenture Arlington , VA 22202 Organization: Technology Financial Servic...
  • 5/31/2024 12:00:00 AM

A
Financial Sales Representative
  • Allstate
  • We are looking for talent in Rhode Island....We have immediate opportunities and access to existing books of business. W...
  • 5/30/2024 12:00:00 AM

E
Financial Sales Representative - Entry Level
  • ECP Business Capital
  • Lexington, KY
  • ECP Business Capital is a rapidly growing financial marketplace that provides capital solutions to small businesses acro...
  • 5/30/2024 12:00:00 AM

N
Financial Sales Representative
  • Northwestern Mutual
  • Milwaukee, WI
  • Wealth Management Advisor – Northwestern Mutual Entrepreneurship while making an impact. This is a career shift that cou...
  • 5/29/2024 12:00:00 AM

Virginia (/vərˈdʒɪniə/ (listen)), officially the Commonwealth of Virginia, is a state in the Southeastern and Mid-Atlantic regions of the United States located between the Atlantic Coast and the Appalachian Mountains. Virginia is nicknamed the "Old Dominion" due to its status as the first English colonial possession established in mainland North America and "Mother of Presidents" because eight U.S. presidents were born there, more than any other state. The geography and climate of the Commonwealth are shaped by the Blue Ridge Mountains and the Chesapeake Bay, which provide habitat for much of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$54,422 to $97,716

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