Financial service advisor
We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth
If you want to take the next step in your career, take it with Nationwide! We are an independent Nationwide agency seeking a new Financial Professional to join our team
The preferred candidate will have an established book, a clean regulatory record and gross production in excess of $100K. We offer an industry leading payout with Broker Dealer support provided by Raymond James Financial Services.
Our client-focused approach, supportive boutique environment, strong leadership, state-of-the-art resources & highly-competitive compensation will change the way you do business…and maximize your potential
The position will entail various functions in the financial operations department to include: Facilitate research for state licensing and registration. Research for state utility rebate programs as well as registration in such programs. Maintain yearly compliance with programs. Track rebates program pricing changes as well as when programs end funding. Helping to create processes based
Prepares, analyzes and reports key Financial/Revenue Cycle Management (RCM) information. Develops standard/ad hoc reports to support the needs of the enterprise.Prepares, analyzes and communicates key financial information and provides support to management and other staff members regarding financial reporting and other related issues. Assists with budget preparation and financial planning processes. Assists with budget review
This position is responsible for providing existing and prospective customers with information regarding financial products and services and utilizing specialized knowledge to find the appropriate products and services for each client. In addition, this position is responsible for providing advice and guidance to licensed Investment Associates and assisting Financial Advisors. Requirements College degree or equivalent
Recommends investment solutions and advises the client regarding the advantages and disadvantages of different financial products such as mutual funds, annuities, insurance and investments that meet the clients needs.
Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities
Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy.