Finance service representative jobs in Paradise Valley, AZ - 2,167 jobs

As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers. Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned. Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Experience: One year of experience in customer service, sales related occupations. Knowledge, Skills and Ability: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence.

Customer service representative working in a call center environment Handling inbound calls and some follow up calls Answers calls and questions on prior authorization, general questions and some confidential information Great customer service with high level attention to detail. Entering information accurately Measured on Quality and Accuracy might range from 50-100 calls a day depending on complexity. Utilize multiple systems and programs to track information and update communication with customers *Skills* Customer service, Customer support, Call center, inbound call *Top Skills Details* Customer service,Customer support,Call center,inbound call *Additional Skills & Qualifications* 1 year of call center tenure of 1 year in jobs Candidates must have the following - no jumpy resumes (client will not approve jumpy resumes) - at least a year of high volume call center experience in last 2-3 years - typing at least 30wpm call center scenarios 75% there are the tests to use in IKM Typing Test - One Space Version (1min) Call Center - Telephone Skills - computer knowledge and skills *Experience Level* Entry Level *Job Type & Location*This is a Contract to Hire position based out of Phoenix, AZ. *Pay and Benefits*The pay range for this position is $21.00 - $21.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully onsite position in Phoenix,AZ. *Application Deadline*This position is anticipated to close on Jan 14, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment Salary range is $20.00 - $24.43/hr. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent Three (3) years of customer service, sales, and/or retail banking experience Minimum Knowledge and Skill Requirements Excellent attention to detail and sound judgement Ability to work in a fast-paced, goal-oriented environment Must be an effective team player, cooperative, flexible and dependable Ability to communicate clearly and effectively Knowledge of credit union products and services Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs Strong mathematical, problem-solving, and negotiation skills COMPETENCIES: Customer Focus Approachability Drive for Results Decision Quality Perseverance Self-Development Composure WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). Must be able to work a flexible schedule Monday through Saturday as needed. MAJOR ACCOUNTABILITIES AND TASKS: Acts as point of contact for Members and delivers personalized Member service with enthusiasm and positivity. Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Proactively builds, develops and maintains relationships with Members to ensure a positive Member experience. Determines Members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. Handles routine to complex Member inquires such as fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. Keeps up-to-date and comprehensive knowledge on all credit union products including business, services, promotions, policies, procedures, rules and regulations. Open business accounts and refer to other lines of business. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Branch Relationship Banker to join Arizona's #1 Community Bank in our Deer Valley branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative bank department's resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products. Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible for resolving customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Bilingual proficiency in English and Spanish languages, is preferred. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act. Schedule: Monday - Friday: 8:30 AM - 5:15 PM; 40 hours/week Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience. Duties & Responsibilities Customer Service & Relationship Building Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Identify customer needs and offer solutions through the bank's products and services. Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs. Resolve customer concerns and issues promptly, ensuring a positive experience. Sales & Referrals Promote and cross-sell bank products. Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate. Account Management Open and manage a variety of accounts. Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers. Provide assistance with and support for online banking services and digital banking tools. Loan & Credit Processing Refer clients with credit needs to the appropriate banker or line of business. Transactions & Cash Handling Process transactions with a high degree of accuracy. Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift. Compliance & Risk Management Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions. Maintain confidentiality of customer information and ensure compliance with privacy regulations. Monitor for potential fraud or suspicious activity, following bank procedures to address issues. Operational Support Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports. Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards. Education & Experience Knowledge of: Strong sales and customer service skills Strong oral and written communication skills Basic math and accounting functions Ability to: Accurately count money Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience. Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship 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 Relationship Banker must immediately attain active registration upon employment. Relationship 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. Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $22-$25/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity 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. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate client referrals and acquire new assets from existing client base Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, Skills Three plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

Job DescriptionDescriptionWe are hiring 2-3 traders for Seven Points Arizona office opening this year. Seven Points is excited to offer a unique opportunity to join our team of successful traders. We are looking for candidates who are hard working and dedicated to success, have a passion for finance and the markets, entrepreneurial, humble and willing to learn. Key ResponsibilitiesWe are very open to traders with various backgrounds/education, so long as the candidate can demonstrate knowledge of the markets and the ability and inclination to develop a robust approach to execution strategy.

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination. WHAT YOU'LL BE DOING: Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities. Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination. Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities. Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards. Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements. Perform Commercial Deposit Signature Card and Master Resolution maintenance. Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets. Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data. Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients. Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements. Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts. Responsible for managing the accuracy of data within internal applications across internal partner departments. WHAT YOU SHOULD HAVE: Associate's degree or equivalent combination of education and/or related experience in the financial services industry 1+ year of commercial, government, or nonprofit administration and/or deposit/investment experience Understanding of commercial deposits, bank operations, products and services, business entity structure and documentation Capacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness. Ability to be flexible, implement continuous change and demonstrate a positive attitude High level of commitment to accuracy and detail Effective written and verbal communication skills High level of discretion, professionalism and collaboration skills Proactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: $22.00 - $30.00 per hour The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

JobID: 210696415 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills * 3+ years in a similar banking, venture, credit or treasury role * Outstanding professional reputation and integrity * Strong leadership skills required * Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment * Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly * Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills * Bachelor's degree preferred * Superior knowledge of the market dynamics and its business environment preferred * Excellent problem solving, oral, and written communication skills

Application Deadline: 02/01/2026 Address: 9050 N 19th Avenue Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish preferred. This is a part time position scheduled for 20 hrs. per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Opportunity for advancement ROLE DESCRIPTION: Join Our Winning Team at Scott Christian State Farm Agency! Are you ready to take your career to the next level in a fast-paced, supportive environment where your growth and success truly matter? Scott Christian State Farm Agency is looking for a motivated and organized Financial Services Representative to help us connect with customers and grow our business in auto, home, life, health, and mortgage insurance. Why Join Us? At Scott Christian State Farm Agency, youre more than just an employee youre a key player in a dynamic team that values your energy, ideas, and passion for helping others. We offer a fun, collaborative workplace where your hard work is rewarded and your career path is unlimited. If youre ready to make a real impact and boost your earning potential, this is the place for you! What Youll Do: Build strong, lasting relationships with customers through excellent service and follow-up Guide clients by explaining insurance options tailored to their needs Handle inquiries quickly and professionally, from coverage details to claims and billing Drive business growth by expanding our book of business across multiple insurance lines Collaborate with agents to attract and retain customers in a friendly, team-oriented atmosphere Who You Are: Passionate about delivering outstanding customer service Experienced in sales? Great! (inside sales, retail, telemarketing, or related fields) Ready and willing to earn your Property & Casualty and Life/Health licenses (well support you!) Goal-oriented with a desire to grow your skills and income through marketing and outreach What We Offer: Competitive base salary plus commission and bonuses your success pays off! Paid time off including vacation and sick days Comprehensive health benefits Real opportunities for career advancement and personal growth If youre excited to join a team that values your contributions and is committed to your success, apply now and start your rewarding journey with Scott Christian State Farm Agency!

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Ability to make presentations to potential customers Knowledge of financial services products If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

At The CORE Institute, we are dedicated to taking care of you so you can take care of business! Our robust benefits package includes the following: Competitive Health & Welfare Benefits Monthly $43 stipend to use toward ancillary benefits HSA with qualifying HDHP plans with company match 401k plan after 6 months of service with company match (Part-time employees included) Employee Assistance Program that is available 24/7 to provide support Employee Appreciation Days Employee Wellness Events Qualifications High school diploma/GED or equivalent is required. 1-2 years of experience in a hospital, medical office, or customer service setting (preferred). Familiar with and understand Medicare, Medicaid and other government payors and HMO/PPO payors guidelines and principals. Understands benefits (i.e.: deductibles, copays, and coinsurance) and how to calculate estimates per the payor contract as applicable. Previous patient registration in a medical office, hospital or outpatient surgery center. Medicare, Medicaid and other government payor guidelines. Clear understanding of insurance benefits and how to calculate patient responsibility. Knowledge of Patient Registration. Strong customer service and communication skills. Ability to communicate patient responsibility clearly with patients, communicate with physician's office staff, payors and hospital teammates. Ability to resolve issues in a professional manner. Ability to work independently with minimal supervision. Essential Functions Greet patients, families, and visitors in a courteous and professional manner. Answer and route incoming patient calls promptly and professionally. Maintain a clean and organized front desk area. Maintain confidentiality and compliance with HIPAA and hospital policies. Assist with other clerical or administrative tasks as assigned. Maintain a clean and organized work environment and ensure supplies are stocked. Collaborate with other departments to ensure smooth patient flow and timely service. Initiate and announce overhead emergency codes, including "Code Red" in the event of fire or smoke detection, following facility procedures. Respond calmly and appropriately to emergency situations, including notifying security and/or emergency response teams. Collect and verify patient demographics, insurance information, and required documentation. Input accurate patient data into the hospital EMR system. Prepare patient charts in advance of scheduled appointments to ensure all required documentation is complete and accurate. Include all necessary forms, such as consent forms. Patient Estimate Letters and procedure-specific paperwork Obtain patient signatures for consent forms, insurance authorizations, and privacy acknowledgments. Provide patients with information on hospital policies, procedures, and financial responsibilities. Coordinate with clinical and billing departments to ensure proper patient flow and documentation. Respond to patient and visitor inquiries and resolve registration issues efficiently. Confirm and document insurance information to reduce the risk of claim denials. Explain financial responsibility to patients when appropriate. Accept and process payments for co-pays or deposits, when necessary. Be familiar with individual payor guidelines and the process of collecting over the counter payments/deductibles/co-pay/coinsurance. Knowledge of payor contracts including Medicare, Medicaid and other government contracts and guidelines. Investigate questionable information promptly, i.e. MVA and work comp information that conflicts with insurer information. Notify Business Office Manager and Physician Office of any benefit, financial or authorization concerns or issues immediately. Work two weeks ahead of surgeries to avoid late notice cancellations. Contact patients in advance of their scheduled imaging appointments to provide information about their financial responsibility (e.g., co-pays, deductibles, self-pay estimates). Review and explain out-of-pocket costs clearly and answer any patient questions regarding their financial obligation. Work with patients to establish payment arrangements prior to their arrival, including setting up payment plans when appropriate and in accordance with organization policy. Document all financial discussions and agreements and save this information in the appropriate system or shared folder for team access. Ensure all payment plans are properly recorded and accessible to staff and billing teams to avoid confusion Review entered information with patient to ensure accuracy. Scan photo identification and insurance card(s) into EMR. Make any corrections to insurance information upon review of insurance card(s) when necessary. Request Living Will/Advance Directives. Provide information if requested on where to obtain information on said forms to patient. Document when patient requests information and that it was provided in order to meet state and Joint Commission requirements. Complete Medicare MSP questionnaire when necessary. Collect patient responsibility upon admission. Obtain patient signature on required forms. Print labels and wristband and Facesheets. Review patient information with the patient and confirm accuracy before applying the wristband. Take chart with labels to Pre-op to notify nurses that patient is registered. Meet or exceed monthly, quarterly and yearly cash collection goals. Discusses patient information with other health team members in an appropriate environment. Interacts with all patients, families, visitors and fellow teammates in a mature, responsible manner to ensure a positive and professional facility environment. Must have a clear understanding of KPI and Metric's measures and ability to complete daily tasks to meet Departmental and Hospital measures. Schedule, reschedule, and cancel imaging appointments as needed Communicate prep instructions for various imaging procedures (e.g., MRI, CT, X-ray) Coordinate with imaging technologists and other departments to ensure proper patient flow Verify imaging orders to ensure all information is accurate, complete, and matches the scheduled exam (e.g., exam type, body part, laterality, clinical indications). If discrepancies or missing information are identified, follow established procedures to contact the ordering provider or their office to obtain a corrected or updated order. Ensure all orders are finalized and properly documented in the patient chart prior to the appointment to avoid delays in care and ensure compliance with regulatory requirements. Contact patients in advance to confirm their upcoming imaging appointments. Verify appointment details including date, time, location, and type of exam. Provide patients with any necessary preparation instructions (e.g., fasting, medication restrictions) specific to their imaging procedure. Address any patient questions or concerns and ensure they understand check-in procedures and arrival time expectations. Document confirmation in the appropriate system or communication log. Other duties as assigned.

Job DescriptionWork remotely while helping families make informed financial decisions. You'll be guided through a step-by-step process with mentorship throughout your growth. This role offers flexibility and long-term income potential. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers Optional third-party benefits and incentive opportunities Remote work with flexible scheduling Trips, bonuses, and optional benefits are performance-based and not guaranteed. Requirements Life Insurance License (or willing to obtain - state timelines vary) Authorized to work in the U.S. Must pass a background check Self-motivated and comfortable working independently Prior sales, service, or leadership experience is helpful but not required Compensation Commission paid directly by partnered carriers Earnings are based on individual sales performance Opportunities for higher commission tiers and bonuses based on results How to Apply If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's “banking for good” mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours may vary from 35-40 hours per week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Bilingual in Spanish and English Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation *This job opportunity is expected to close on January 12th, 2026*

We are looking for highly flexible individuals who excel in both business development and relationship management. This position requires an exceptionally motivated passionate individual who is driven to be successful. The successful candidate will be accustomed to a high level of daily sales activity…selective business development does not work. The individual must be capable of networking and developing relationships from scratch with attorneys, accountants, trust and estate executives, insurance professionals or others who can introduce him/her to high net worth individuals who have the potential to become clients. Once these individuals become clients, the Advisor is responsible for helping them devise investment programs appropriate to their personal financial situation. He/she must be thoroughly familiar with strategies being employed in each of the portfolios. Actual investment decisions are made by the firm's investment policy groups. Manage assigned individual relationships with high net worth clients across all products and services focusing on building book of business and retaining assets Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group's business Serves as Clients primary point of contact for High Net Worth and affluent clients and institutional key influencers Qualifications Bachelors degree MUST Have NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred Minimum of 5 years of experience in financial sales capacity providing financial planning services to high net worth clients Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership. Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player Experience with client relationship management systems Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926