trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status.
Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability. Private Client Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Private Client Financial Advisors are adept at growing existing relationships, using
partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territory - and individual proactive outreach, they are poised to meet and exceed sales goals.
Responsibilities Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects to promote and sell investment products and services Evaluate and analyze client financial information and data Use planning and discovery tools to uncover perspective opportunities Develop
and present suitable solutions to meet client goals Partner with other colleagues to implement solutions Qualifications Series 7 and 66 (65 and 63), Life Accident & Health licenses CFP or CRC preferred Bachelor's degree or equivalent work experience 5+ years of industry related experience Record of building internal partnerships Excellent oral and written communication skills Team oriented with a strong work ethic and entrepreneurial spirit Experience using financial planning tools Familiarity with consumer lending and banking solutions Digital literacy and experience Experience with investment product referrals and sales Knowledgeable of regulatory requirements to ensure a sound control environment Hours and Work Schedule Hours per Week: Work Schedule: Pay Transparency Commissioned based.
Individuals in this role have historically earned between $105,000 - $250,000, based on performance and productivity against commission plan parameters. 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 very local and state jurisdiction in the United States.
For an overview of our benefits, visit jobs. /benefits. Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, interaction, interactionual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N. A. and each of its respective affiliates. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth For more details: jobs-search.
org/finance_deal-c439146/private-client-financial-advisor-dealpoint-pleasant-nj-deal_i1982540645
solutions to the forefront and testing new solutions to translate goals into action. Our team members are advocates for change and innovation. There is no greater gift than good health and no greater satisfaction than helping others to achieve it. Be a part of helping others to Live Well!
Job Description GNC is looking for dynamic sales associates that not only 'Live Well' as a lifestyle, but have the desire to share that passion with others. If that describes you, then join the high energy store's team at GNC. This outstanding opportunity is designed to help you reach your full earning potential. In addition to your base pay, you have the ability to earn additional cash through our sales
incentive program! If you are career minded, this opportunity provides you with the perfect springboard to full-time or managerial positions. What are we looking for?
A Sales Associate who enjoys interacting with customers and is committed to helping them choose the right products, as well as making recommendations based on your overall product knowledge and understanding of their needs The ability for you to generate sales, not only for the benefit to the company and your store, but for you and your financial well-being. The drive to achieve and exceed personal sales and productivity goals Promote career growth by working with store management in the opening, closing and operating of
a retail store. This includes cash handling, inventory count and deposits according to GNC procedures, as well as maintaining the appearance of the store The ability to complete omni-channel orders timely and accurately in compliance with company guidelines.
Display an awareness of all store communications including: product information, advertising, promotions and other marketing initiatives Boost product knowledge by learning the features, advantages and benefits. Staying on top of nutritional, wellness Qualifications High school diploma or equivalent preferred Passion to Live Well! Self-motivated Strong communication and team building skills Ability to work a flexible schedule (i.
e. Holidays, weekends) Must be at least 18 years of age Additional Information All your information will be kept confidential according to EEO guidelines. GNC Holdings LLC is an Equal Opportunity Employer For more details: jobs-search. org/finance_shrewsbury-c439231/part-time-sales-associate-shrewsbury-plaza-shrewsbury_i1961388406
