Financial Advisor - Career Change Opportunity
Finance Representative Job 20 miles from Cape Coral
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Associate Financial Representative
Finance Representative Job In Cape Coral, FL
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members' financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Financial Advisor
Finance Representative Job 18 miles from Cape Coral
Job Title: Financial Advisor
Salary: Based on experience
Terms: Full-time
The Financial Advisor develops tailored financial plans to help clients achieve their goals, offering investment solutions to grow wealth and minimize risk. This role involves educating clients on financial options, creating plans for retirement, education savings, and other objectives, while staying informed about market trends and products to enhance client strategies.
Key Responsibilities:
Assess client financial objectives, risk tolerance, and assets.
Provide strategies in investment planning, cash management, and insurance.
Regularly review and adjust client plans based on life or economic changes.
Prepare financial summaries, performance reports, and income projections.
Manage and update client portfolios while cultivating long-term relationships.
Network to generate leads and expand business opportunities.
Stay updated on industry trends and regulatory standards.
Lead and oversee the Relationship Management Team.
Travel as required.
Qualifications:
Education: Bachelor's degree in business, finance, or a related field.
Experience: 1-2 years of sales experience and a track record of delivering quality financial advice.
Junior Financial Advisor
Finance Representative Job 32 miles from Cape Coral
Junior Financial Advisor/Client Services
A Full-Service boutique wealth management firm is seeking a highly motivated Jr Financial Advisor to join this successful practice in Naples Florida.
The Associate/Financial Advisor will join a established and successful practice and partner to help service and maintain a portion of the firm HNW Client base.
NO SALES REQUIRED
This is a mentorship opportunity to work with a seasoned, well-rounded team of FA's and Client Service Associates.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Monitor clients financial situations
Develop and maintain financial planning solutions
Perform research on client databases and financial plans
2+ years of experience as an within Client Services or a Jr Financial Advisor
Series 7 and 66 or 63/65
BA degree
Experience with Financial Planning Software
Personal Banker Vanderbilt
Finance Representative Job 32 miles from Cape Coral
Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
2470 Vanderbilt Beach Road Ext NAPLES, FL 34109
Posting End Date:
15 Sep 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Home Health Sales Representative
Finance Representative Job 30 miles from Cape Coral
We are hiring for an Account Executive.
At Mederi Caretenders, a part of LHC Group, we embrace a culture of caring, belonging, and trust and enjoy the meaningful connections that come from it: for the whole patient, their families, each other, and the communities we serve-it truly is all about helping people. You can find a home for your career here.
In a Sales role, you can expect:
• learning and development opportunities in the ever-evolving state of healthcare
• ways to cultivate relationships and educate patients, families, and colleagues on resources to help lead healthy, productive lives
• flexibility for true work-life balance
• company-wide support and resources to help you achieve your goals
Take your healthcare sales career to a new level of caring. Apply today!
Achievement of monthly Personal Production Goals and MC admit budgets for assigned locations.
Successfully executes a weekly, monthly, and quarterly strategy to increase market share through key account development including prospecting/diversification and call frequency/routing. Plans activity to maximize territory coverage of both existing and prospective accounts.
Responsible for executing effective sales calls that identify and meet the needs of the referral community and clearly communicate the features and benefits of the LHC Group. These include pre and post call planning, establishing rapport, effective questioning skills, proposing solutions, handling objections and closing.
Works closely with the Executive Director/Clinical Director to drive a vision of growth by focusing every team member on the needs and expectations of the referral community and patients.
Responsible for all sales administration duties including, but not limited to, Playmaker, CRM expense entry compliance, BOA with associated Policies and Procedures, payroll time sheets, Weekly 3LS meetings with strategic updates, PTO requests, paperwork (485/F2F) delivery or pick-up when needed, timely cell phone and e-mail correspondence.
Responsible for being a good steward of the company's financial resources by projecting a return on monies spent and managing to a Sales and Marketing expense budget.
Knows the features and benefits of the services provided by LHC Group. Is able to articulate competitive advantages, specialty programs, and Medicare guidelines. Educates the medical community about the services of our organization through effective sales calls and in-services with the appropriate tools and literature.
Any other tasks that are assigned.
Formal Education: High School Diploma or equivalent required; Bachelor's Degree Preferred
Two to three years of prior successful Home Health or Hospice sales experience preferred.
Excellent presentation, negotiation and relationship-building skills required.
Must have strong computer skills to meet Microsoft Outlook and CRM software requirements.
Must have the ability to work independently with minimal supervision and be self motivated.
By applying, you consent to your information being transmitted by Zippia to the Employer, as data controller, through the Employer's data processor SonicJobs.
See LHC Group Privacy Policy at ***************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
Banker II | North Port
Finance Representative Job 37 miles from Cape Coral
As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customer's financial wellbeing. Come grow your career at Busey!
Duties & Responsibilities
Identify customers' and non-customers' financial needs and sell all appropriate products and services.
Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met.
Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs.
Assist with Teller duties on an as needed basis.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong interpersonal communication skills
Bank compliance, security, and operational policies
Possess knowledge of all bank products, features, benefits as well as basic math functions.
Ability to:
Accurately count money
Explain products and services to current and potential customers
Perform duties and make decisions under frequent time pressures
Learn to operate basic office equipment and banking systems
Stand for extended periods of time
Lift 50 pounds
Education and Training:
Requires a High School diploma.
Requires previous banking and/or sales experience.
Cash handling experience (preferred)
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Banker must immediately attain active registration upon employment. Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
#BBHP
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Financial Representative / Advisor
Finance Representative Job In Cape Coral, FL
Are you ready to be part of an elite team?
Modern Woodmen of America presents a great financial services sales opportunity for the right person. Our ongoing comprehensive training program prepares you for a meaningful and rewarding future designed for your long-term success in financial and insurance sales. We're looking for a producer who wants to build a business for themselves, not by themselves.
Our mission is to improve our members' quality of life, while continuing to grow in size and strength. Our financial services representatives fulfill this mission by:
Playing a vital role in helping families realize their financial dreams.
Having the tools, financial resources and local and home office support to serve the family and small-business market.
Offering a diverse portfolio of financial products to help meet individuals' short and long-term needs.
Positively impacting families and communities through our volunteer and member involvement programs.
Average first-year income of a successful new Modern Woodmen Financial sales representative:**
$53,755
**Career Development Award qualifier, based on 2013 earnings.
As a Modern Woodmen of America leader you'll earn these valuable benefits:
Group health and dental benefits
Matching 401(k) plan
Noncontributory retirement plan
Group term life insurance
Group disability insurance
Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, ************. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products.
Nothing contained herein is an offer for a contract with Modern Woodmen of America. Applications will be subjected to further review before Modern Woodmen of America makes such an offer. Posted by Southwest Florida Regional Office ************. Please apply for immediate consideration.
Financial Advisor - Suncoast Credit Union
Finance Representative Job In Cape Coral, FL
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Suncoast Credit Union in Cape Coral, FL would allow you to join the Investment Program at Suncoast Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Suncoast Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Suncoast Credit Union for financial solutions. This position will offer:
The ability to build a strong client base with the credit union's exceptional referral system
Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
The opportunity to find new clients via the credit union's member base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Suncoast Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suncoast Credit Union.
Tracking # 1-05026674
Pay Range:48000 - 50000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Private Client Banker - Del Prado and Coral Way - Cape Coral, FL
Finance Representative Job In Cape Coral, FL
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Private Client Financial Advisor - Naples, FL
Finance Representative Job 32 miles from Cape Coral
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit
**************************************
.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
#LI-Citizens6
Financial Advisor
Finance Representative Job 8 miles from Cape Coral
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Financial Advisor
Finance Representative Job In Cape Coral, FL
Compensation: $60,000 base salary plus commission Position Type: Full Time Region: Cape Coral & North Fort Myers Florida The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously.
Responsibilities
* Provide consultation on investment and insurance strategies, including the development of financial plans for member clients
* Grow and retain an advisory, brokerage, and insurance book of business
* Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
* Acquire, expand, and maintain member client relationships through business development and networking
* Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values
* Apply product and procedural knowledge to solve member client problems appropriately and efficiently
* Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals
* Develop and implement wealth management strategies for member clients and determine the best products to support these strategies
* Present sound financial recommendations and guidance to member clients
* Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes
* Coach and educate branch staff and internal business partners to identify opportunities
* Drive financial education and visibility among branch staff
* Partner with branch managers to lead the branch team on action steps to achieve investment results
* Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity
* Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management.
* Meet service level agreements for lead and referral follow up
* Create and execute business plan to grow recurring revenue base
* Develop, monitor, and manage portfolios and third-party asset managers
* Act as a culture champion, aligned with Suncoast's mission and values
* Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework
* Obtain broker dealer approval on all advertising and communications with the public
* Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets
* Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
* Attend educational events to increase professional knowledge
* Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs
Qualifications
* • Bachelor's degree in business, finance, economics, or related field
* Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.)
* Minimum of 5 years of financial planning, investment advisory, or wealth management experience
* FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required
* FINRA Record (U4) with no unacceptable entries
* Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+
* Excellent knowledge of financial and goals-based planning and investment management
* Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.)
* Consultative influence skills with strong active listening and discovery abilities
* Strong presentation, sales, and closing skills
* Ability to translate and communicate complex concepts and strategies to varied audiences
* Ability to digest and distill large amounts of information into summary form
* Ability to represent the credit union in a professional manner
* Ability to maintain a high level of confidentiality and discretion of all member client information
* Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
* Accurate, detail-oriented, and organized with task management
* Ability to analyze and resolve difficult and often complex problems or situations
* Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
* Strong knowledge and understanding of credit union products, services, policies, and procedures
* Strong knowledge and understanding of regulatory compliance
* Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties
Skills
* Customer Service
* Networking
* Sales
Benefits
* Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts
* Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
* Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
* Community Involvement: Paid Volunteer Hours
* Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at ************************************************
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at ****************************************
Responsibilities
* Provide consultation on investment and insurance strategies, including the development of financial plans for member clients
* Grow and retain an advisory, brokerage, and insurance book of business
* Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
* Acquire, expand, and maintain member client relationships through business development and networking
* Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values
* Apply product and procedural knowledge to solve member client problems appropriately and efficiently
* Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals
* Develop and implement wealth management strategies for member clients and determine the best products to support these strategies
* Present sound financial recommendations and guidance to member clients
* Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes
* Coach and educate branch staff and internal business partners to identify opportunities
* Drive financial education and visibility among branch staff
* Partner with branch managers to lead the branch team on action steps to achieve investment results
* Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity
* Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management.
* Meet service level agreements for lead and referral follow up
* Create and execute business plan to grow recurring revenue base
* Develop, monitor, and manage portfolios and third-party asset managers
* Act as a culture champion, aligned with Suncoast's mission and values
* Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework
* Obtain broker dealer approval on all advertising and communications with the public
* Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets
* Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
* Attend educational events to increase professional knowledge
* Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs
Qualifications
* • Bachelor's degree in business, finance, economics, or related field
* Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.)
* Minimum of 5 years of financial planning, investment advisory, or wealth management experience
* FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required
* FINRA Record (U4) with no unacceptable entries
* Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+
* Excellent knowledge of financial and goals-based planning and investment management
* Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.)
* Consultative influence skills with strong active listening and discovery abilities
* Strong presentation, sales, and closing skills
* Ability to translate and communicate complex concepts and strategies to varied audiences
* Ability to digest and distill large amounts of information into summary form
* Ability to represent the credit union in a professional manner
* Ability to maintain a high level of confidentiality and discretion of all member client information
* Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
* Accurate, detail-oriented, and organized with task management
* Ability to analyze and resolve difficult and often complex problems or situations
* Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
* Strong knowledge and understanding of credit union products, services, policies, and procedures
* Strong knowledge and understanding of regulatory compliance
* Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties
Skills
* Customer Service
* Networking
* Sales
Benefits
* Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts
* Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
* Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
* Community Involvement: Paid Volunteer Hours
* Growth: Degree Assistance up to $5,000 per year
For more information, including additional benefits, please visit our benefits website at ************************************************
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at ****************************************
Financial Advisor Associate
Finance Representative Job 8 miles from Cape Coral
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.
Key Responsibilities
Obtain your required licenses/credentials within 150 days of hire:
- FINRA Series 7
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66) and
-State Life, Health Insurance and Variable Products lines.
Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
-Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
-Identify clients to engage or re-engage in financial planning relationships.
-Gather and analyze data and develop financial planning recommendations.
-Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
-Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
-Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
-Manage the practice's client service model and consistent execution.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Required Qualifications
Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Preferred Qualifications
Four-year college degree from an accredited institution.
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
Show accountability to your results.
Outstanding verbal, written and listening communication skills.
Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
Financial Solutions Advisor - Consumer Investments - Ft Myers-Naples Market
Finance Representative Job 8 miles from Cape Coral
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Commercial Sales Representative
Finance Representative Job In Cape Coral, FL
Benefits: * Bonus based on performance * Competitive salary * Flexible schedule * Free uniforms We Offer: * Base Salary + Bonus Opportunity: Performance-based commissions and bonuses * Great Work/Life Balance: No required overtime * Time Off: Paid holidays and accruable vacation
* Flexible Work Schedule: Can accommodate midweek appointments
* Company Provided: Vehicle, phone/tablet/laptop, and allowance
* Supportive Work Environment: Team celebrates achievements and collaborates in their approach to problem-solving
* Small Business: Local business with an owner who works alongside the team each day
* Mentorship Opportunities: Ongoing training and career development
* Dedicated Help Lines: Technician Support Team on call to assist to questions
Responsibilities
* Provide excellent customer service and communication
* Generate and qualify leads through networking, cold calling, and industry events
* Develop ongoing relationships with potential and existing clients
* Serve as a point of contact for customers
* Complete necessary administrative paperwork
* Negotiate contracts and terms with clients
* Collaborate with project managers to ensure project requirements and client expectations are met
* Work as a team with other members of the 360 Painting staff
Qualifications:
* Valid driver's license with good driving record and be insurable
* High school diploma or equivalent with at least 2 years of job-related work experience
* Strong communication skills
* Ability to be on time and maintain a schedule
* Basic computer and software skills are needed
* Ability to establish and maintain effective working relationships with staff
Company Overview:
360 Painting is a well-known, fast-growing national paint company specializing in residential and commercial painting. We have been featured as Entrepreneur Magazine's top-ranked painting company in 2018 & 2019.
* All 360° Painting locations are independently owned and operated. All positions identified here are positions offered by individual 360° Painting franchisees who will interview, hire, pay, manage, etc. the person who is hired for that respective position at each specific location. All 360° painting employment opportunities potentially identified through this page are offered.
This job description is not intended to be all-inclusive and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required. The business reserves the right to revise or change duties as the need arises.
Compensation: $70,000.00 - $100,000.00 per year
360° PAINTING is the fastest growing paint franchise across America but is owned and operated locally. You focus on painting and we provide the confidence of long-term, successful painting projects.
For 360° PAINTING, it is so much more than transforming property with paint. It is painters who take pride in their work and know how to take care of customers. 360° PAINTING knows your skill is in painting; our skill is finding you projects with qualified customers ready to transform their home or commercial property. If this is who you are, we look forward to working with you.
You make the world beautiful, and we stand behind your skill.
* All 360 Painting locations are independently owned and operated. All positions identified here are positions offered by individual 360 Painting franchisees who will interview, hire, pay, manage, etc. the person who is hired for that respective position at each specific location. All 360 Painting employment opportunities potentially identified through this page are offered by individual 360 Painting franchisees. These positions are not through 360 Painting Inc. or the franchise. They are offered exclusively through local 360 Painting franchisees.
Design Sales Representative
Finance Representative Job In Cape Coral, FL
3 Day Blinds is a national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters. We are proud to be part of the Hunter Douglas family of brands. Over the last 40 years we've successfully helped transform our clients' homes and workplaces by offering a wide variety of products that add beauty and comfort to every space. It takes a talented group of individuals to do what we do, and we do it together as One Team. We strive to create a culture of learning and opportunity, and most importantly, an environment where you can feel passionate and connected to your work every day.
We are searching for candidates that are driven, intelligent, creative, and entrepreneurial. By offering challenging and accelerated opportunities for growth, powered by a shared hunger for success, we create a space for your career to thrive. In return for your expertise, we are committed to providing competitive and robust total compensation and benefit packages to ensure you feel valued. Our dream is to become the fastest growing, most loved, window covering company in the world.
What's yours?
In this role, you'll spend your days making the homes and workspaces of our clients more beautiful, functional, and comfortable by servicing the qualified leads that our award-winning marketing team generates. Everyone in the company is committed to your success, and your District leadership and field support team will work closely with you to help you reach your sales objectives, so you can take full advantage of our generous compensation plan. We also provide you with state-of-the-art training, tools, and resources to support your success. Our product offerings are kept fresh and current to ensure you can expertly meet your client's preferences and unique buying needs. We are committed to providing our clients with a seamless purchasing experience that is backed by our industry-leading warranty and outstanding client care services, so you can feel confident and proud in your Design Consultant role with 3 Day Blinds.
We are pleased to offer you a sign-on bonus of $8,000. This bonus will be paid in three payments. The first $2,000 on your regularly scheduled pay date after 30 days of active employment with the Company. The second $2,000 on your regularly scheduled pay date after 60 days of active employment. The third payment of $4,000 on your regularly scheduled pay date after 180 days of active employment.
What you'll do
Expertly match our products and services to client's needs
Successfully close appointments by demonstrating our unique Value Proposition, and by building trust and credibility
Properly execute all systems and procedures to ensure client satisfaction, and to avoid order errors that adversely affect the company's bottom line and positive reputation
Measure, record, and configure specifications accurately and efficiently
Provide high- level client service and follow up in a friendly, professional and timely manner for both internal and external clients
Be flexible to the needs of the business, including appointment scheduling, time off requests, attending team meetings and training
Live our Core Values of Integrity, One Team, Excellence, Superior Client Experience and Passion, to Delight our Customers
Understand and execute Company operating policies and procedures as outlined in Team Handbook and other related communications
Who you are
Critical thinking and problem solving skills
Quick learner who is adaptable, self-reliant, resourceful and handles competing priorities
Understands and carries out oral and written instructions, and requests clarification when needed
Expresses thoughts, ideas, concerns in a positive, respectful and productive manner
Works independently, but also functions well as part of a team
High school degree or equivalent is required. Some college work is preferred
Availability to work full-time five days per week, one being a weekend day
Proficiency with using a PC and with Microsoft Windows based programs
Ability to quickly learn and follow new technology processes and systems
Can drive within canvassing areas and also accommodate longer drive times to meet the needs of clients outside of assigned area
Reliable transportation, a valid driver's license and proof of insurance
Can lift & carry up to 20 pounds
2-5 years relationship selling experience within either:
In- home or outside sales, preferably in specialty or custom product/services
Retail environment - ideally in like field such as Home Décor/Furnishings
Education or experience in Design and Decor preferred
Experience with POS Systems preferred
What's in it for you?
As a Design Consultant with 3 Day Blinds, you can join our growing sales team with confidence!
We offer a generous uncapped compensation plan and bi-weekly draw while you ramp up your expertise.
You will be provided with quality company generated appointments, and are greatly rewarded for self-generated appointments as part of our lucrative monthly bonus plan.
Design Consultants at 3 Day Blinds are earning a nationwide average of $94,000 annually in commission and bonus after a year with the company! The District Sales Manager can speak more directly to you about the territory's historical earning potential, but the biggest variable in the equation will be
you
.
You'll receive 4-weeks of paid, world class training and be provided with state of the art tools, including a laptop, smartphone, product samples, and other resources necessary for your success - at no cost to you!
We also provide mileage reimbursement.
You'll receive a competitive benefits package including medical, dental, vision, time off with pay, and a 401(k) plan with a degree of employer matching.
We provide short-term and long-term disability benefits at no cost to you! In addition, we offer company-paid life and accidental death and dismemberment insurance with opportunities to elect additional voluntary insurance plans as well.
We offer eligible employees six weeks of paid parental leave to bond with a child following birth, adoption, or foster placement.
Enjoy amazing discounts on our 3 Day Blinds products as well as access to various other exclusive discounts!
Please note, all offers presented to candidates are carefully crafted to ensure market competitiveness, equity, and reflect the individual candidate's education, experience, skills and potential.
Hunter Douglas is an Equal Opportunity Employer and complies with applicable employment laws. EOE/M/F/Vet/Disabled are encouraged to apply.
#Li-hybrid
Private Client Banker - Randall Curve - Naples, FL
Finance Representative Job 32 miles from Cape Coral
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Entry Level Sales Rep.
Finance Representative Job In Cape Coral, FL
remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, and other products using well known A rated carriers.
. The average commission is around $550
per sale and agents sell anywhere from 2 to 10 sales per week (depending on
part-time/full-time status). These commissions are based on a starting commission level of 80%. A 5% raise in commission level is attainable every two months based on
production. Promotions are purely based on personal performance and not corporate
politics.
There is opportunity for agents to build their own team and obtain contractual ownership
of their own agency if they choose to do so. This allows agents to create passive
income for themselves and build a legacy for their family.
What we do:
● Provide one-on-one mentorship to all agents.
● Meet virtually with families and protect them through various life and health
products.
● Provide a healthy, flexible work-life balance with the ability for high-level income.
● Hire based on character, not background or experience.
● Provide a community that promotes personal growth and development.
● Protect families through the best available product line in the financial Marketplace.
What we don't do:
● 60+ hour weeks
● Cold Calling
● Prospecting
● Harass family and friends
Qualifications:
● No prior experience/knowledge required, but you must have or be willing to get your license
(If you are not licensed, we will help guide you through the process to prepare & pass your state exam)
● High school diploma or equivalent
● Strong communication skills
● Organized
● Self-motivation, integrity, and willingness to be coached within a proven system.
● Proactive in problem-solving
FAQ:
● Nationwide company (work in your area)
● 100% remote work
● No license required for hire
● Part-Time & Full-Time positions available
NO CAP ON INCOME
Part Time 1-2 sales/wk = $25,000 - $50,000/yr
Apprentice 3-5 sales/wk = $75,000 - $125,000/yr
Above Average 6-10 sales/wk = $150,000 - $250,000/yr
Symmetry Financial Group Awards & Accolades
Top Company Cultures, Entrepreneur Magazine, 2017, 2018 & 2019
Inc. 5000 Fastest Growing Private Companies in America, Inc. Magazine, 2016. 2017, 2018, 2019
Ranked in Forbes top 10 fastest growing companies in 2024
Why Work Here? At The Zelaya/Vincent Agency with Symmetry Financial Group, our mission is simple
Sales Representative
Finance Representative Job In Cape Coral, FL
INSURANCE SALES REPRESENTATIVE - REMOTE SALES - WORK FROM ANYWHERE!
We offer Part-time and Full-time job opportunities everywhere in the United States.We are looking for motivated people who want to become financially independent and get a sense of significance in their work. We offer LICENSED PRODUCERS a very good opportunity for financial freedom! In addition, we help UNLICENSED AGENTS get through the LICENSING REQUIREMENTS and provide free training to help them achieve their goals.
WHO WE ARE
We are an independent broker of Living Benefits Life Insurance. We represent some of the largest insurance carriers in the USA and Canada. This is a place agents can (1) be their own boss and set their own schedules; (2) gain financial independence; and (3) get the respect and recognition they deserve.
What do distributors do?
We are hiring and training men and women to distribute a revolutionary new type of life insurance with Living Benefits. This allows the policy holder to accelerate the death benefit for their own use while they are still living. Living benefits are the best-kept secret of life insurance. This new type of insurance practically sells itself. These insurance agents service middle income America and we are looking for entrepreneurs who want to build their own distribution network. We are partnering with agency owners with a current sales force or we will train you to hire and build your own agency.
The absolute best compensation in the industry - you literally determine your own income and income potential. Agents can earn commissions in excess of 140% of sales!
We have an unmatched and proven hiring and onboarding system in place.
Great carrier overrides and bonuses!
Job requirements
Life insurance license or willing to obtain one.
You will need a valid drivers license and vehicle to travel to and from client appointments. Cell and laptop/tablet and/or IPAD are required as well.
What do we offer?
If you currently have a Life Insurance license, then you can be in the field within one week
If you do not have a Life Insurance License, no problem! We can show you how to get one very easily - Most complete the requirements in one week or less!
There is no income cap and we offer weekly bonuses, monthly bonuses, and a profit sharing program.
Disclaimer: Compensation is 100% Commission and Bonus. Please be aware before applying for position
Training is 100% FREE and it is the absolute best in the industry. We will train you to call, set, and run appointments from your home office.
We offer the best leads in the industry. Our leads are new, qualified, and affordable. We have access to multiple vendors which ensures our agents high quality, low cost leads.
Renewals are 100% vested from day one - there is no waiting period!
Flexible schedule - you are your own boss and you set your own schedule
Opportunity for advancement into leadership and management roles.