Financial Retail Sales Assistant - Registered jobs in Juneau, AK

Financial Retail Sales Assistant - Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Financial Sales
  • Wells Fargo
  • Craig, AK FULL_TIME

  • Why Wells Fargo:

    This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health.

    We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace.

    When it comes to employees' financial health, we offer competitive salaries and generous benefits package.

    Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.

    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
    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.

    Mortgage Licensing Act of 2008 and all related regulations.

    6 months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following:
    work experience, training, military experience, education

    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
    Ability to follow policies, procedures, and regulations
    Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
    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
    Ability to work weekends and holidays as needed or scheduled
    Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
    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
    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.

    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
    Please see our Drug and Alcohol Policy to learn more.
  • 1 Day Ago

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Assistant Fleet Manager
  • Affordable Auto Sales LLC
  • Juneau, AK PART_TIME,FULL_TIME
  • Assist with day-to-day operations including vehicle logistics, sales, customer service and office work. Pick up and deliver new inventory, assist with reconditioning decisions and provide customer ser...
  • 18 Days Ago

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REMOTE SALES
  • Symmetry Financial Group - Marissa Turner
  • Juneau, AK FULL_TIME
  • Job Description Job Description Read the entire post Do you... Need to support your family or generate income for the things you want to do in life? Are you ready for freedom and time flexibility? Are...
  • 4 Days Ago

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retail sales
  • Icy Strait Point LLC
  • Hoonah, AK FULL_TIME
  • Experience a beautiful island in Southeast East. A Sales/Cashier is responsible for maintaining Guest Service as per company standard, generating sales, housekeeping, merchandising, signing, pricing, ...
  • 3 Days Ago

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Consultant - Financial Operations
  • Creative Financial Staffing
  • Ketchikan, AK FULL_TIME
  • Consultant - Financial Operations About the Company and Opportunity: Our client provides enterprise support to companies within the Corporations family of subsidiaries. They offer awesome leadership, ...
  • 3 Days Ago

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Retail Merchandiser Team Lead
  • SAS Retail
  • Juneau, AK FULL_TIME
  • Hey detail-oriented person! We handle product movement at retail. We display it, we move it, we track it; making sure stores and their product suppliers have the best opportunities for optimal sales. ...
  • 9 Days Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Juneau, AK area

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Chief Financial Officer - B2B EXIT & B2B CFO
  • B2B CFO
  • Juneau, AK
  • Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve t...
  • 3/28/2024 12:00:00 AM

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Director, Product Marketing - Remote, US
  • Careerbuilder
  • Juneau, AK
  • Earnests mission is to make higher education accessible and affordable for everyone. We empower past, present, and soon-...
  • 3/27/2024 12:00:00 AM

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Pre-Sales Senior Solutions Consultant (EHS software) - Remote R0039964
  • Careerbuilder
  • Juneau, AK
  • Wolters Kluwer Pre-Sales Senior Solutions Consultant (EHS software) - Remote R0039964 Juneau , Alaska Apply Now Pre-Sale...
  • 3/27/2024 12:00:00 AM

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Rental Technician
  • City & Borough of Juneau, AK
  • Juneau, AK
  • Salary: $12.89 - $13.88 Hourly Location : Douglas Job Type: Eaglecrest Limited Job Number: 202300174 Department: Eaglecr...
  • 3/27/2024 12:00:00 AM

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Counter Sales - Juneau (AIH)
  • AIH a BSNC Company
  • Juneau, AK
  • Overview: Job specifications are intended to present a descriptive list of the range of duties performed by employees. S...
  • 3/27/2024 12:00:00 AM

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DELI/ASST DEPT LEADER
  • Kroger
  • Juneau, AK
  • Job Description Create an outstanding customer experience through exceptional service. Establish and maintain a safe, cl...
  • 3/26/2024 12:00:00 AM

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APPAREL/ASST DEPT LEADER
  • Kroger
  • Juneau, AK
  • Job Description Assist in the management of the Apparel department by maximizing all financial opportunities and assumin...
  • 3/26/2024 12:00:00 AM

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Eaglecrest Snowsports School Administrative Coordinator
  • City & Borough of Juneau, AK
  • Juneau, AK
  • Salary: $16.41 - $17.67 Hourly Location : Juneau Job Type: Eaglecrest Limited Job Number: 202300209 Department: Eaglecre...
  • 3/24/2024 12:00:00 AM

According to the United States Census Bureau, the borough has an area of 3,255 square miles (8,430 km2), making it the third-largest municipality in the United States by area (the largest is Yakutat City and Borough, Alaska).[dubious – discuss] 2,716.7 square miles (7,036 km2) of it is land and 538.3 square miles (1,394 km2) of it (16.54%) is water. Central (downtown) Juneau is at 58°18′07″N 134°25′11″W / 58.30194°N 134.41972°W / 58.30194; -134.41972. The City and Borough of Juneau includes Douglas Island, a tidal island to the west of mainland Juneau. Douglas Island can be reached via the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$59,531 to $106,880
Juneau, Alaska area prices
were up 2.8% from a year ago

Financial Retail Sales Assistant - Registered in Newport News, VA
Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.
January 11, 2020
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020
Financial Retail Sales Assistant - Registered in Pocatello, ID
It is also the duty and responsibility of financial retail sales assistant to create reports for the sales forces, regarding sales results, team earnings, and market conditions.
March 02, 2020