Financial Retail Sales Assistant - Registered jobs in Wisconsin

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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Administrative Assistant: Financial Industry
  • Senglaub Financial Group
  • Delafield, WI FULL_TIME
  • About us

    SFG is a family business in the securities industry that focuses on investing in our clients, and our staff. We are 100% referral based and can't keep up with all the new opportunities coming to us (hence the opening). Here, we succeed by helping you succeed.

    You will be expected to:

    • Know your clients and their needs so we can help them
    • Schedule and prepare for meetings for your clients and the advisors
    • Process relevant paperwork to accomplish client goals
    • Be a self starter with strong intuition and critical thinking skills
    • Pay attention to details; accuracy is of the utmost importance
    • Show up with a positive attitude, ready to work
    • Carry yourself professionally in all regards; trust and confidence are key

    No experience necessary. We are willing to train candidates with attributes listed above. Candidates with 2 years experience in all of the basics and some of the below may be eligible for a higher pay range:

    • General proficiency in pertinent tax, legal, and securities laws
    • Scheduling via Redtail CRM
    • Meeting prep via eMoney, Firelight, Luma, Docusign, Laserapp
    • Investment research via Netx360, Albridge, DST, Computershare
    • Processing everything from simple to complex mutual funds, annuities and life insurance

    The job is fast paced and challenging, but incredibly fulfilling, and one you can make a career of.

    Job Type: Full-time

    Pay: $16.50 - $21.00 per hour

    Expected hours: 40 per week

    Benefits:

    • 401(k)
    • 401(k) matching
    • Employee discount
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Retirement plan

    Schedule:

    • 8 hour shift
    • Choose your own hours
    • Day shift
    • Monday to Friday
    • No nights
    • No weekends

    Experience:

    • Financial Industry: 2 years (Preferred)

    Ability to Relocate:

    • Delafield, WI 53018: Relocate before starting work (Required)

    Work Location: In person

  • 3 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Beaver, WI PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 16 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Plover, WI PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 17 Days Ago

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Retail Sales Representative
  • Sales and Marketing Partners
  • Milwaukee, WI FULL_TIME
  • Our company is seeking bright, energetic individuals to join our staff of Retail Sales Representative. The successful candidates will be responsible for greeting customers, providing product informati...
  • Just Posted

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SAS in Walmart - Retail Sales Specialist
  • SAS Retail
  • Milwaukee, WI FULL_TIME
  • Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area. We display it, we move it, and we track it! Sta...
  • 13 Days Ago

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SAS in Walmart - Retail Sales Representative
  • SAS Retail
  • Milwaukee, WI FULL_TIME
  • Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area. We display it, we move it, and we track it! Sta...
  • 1 Month Ago

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Financial Services Sales Representative - MoneyGuard
  • Lincoln Financial
  • Broomall, PA
  • Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln...
  • 3/29/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financi...
  • 3/29/2024 12:00:00 AM

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Financial Sales Representative
  • Premium Merchant Funding
  • Miami, FL
  • Job Description As one of the world's most versatile private funders, Premium Merchant Funding finances and supplies sma...
  • 3/29/2024 12:00:00 AM

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Financial Services Sales Professional
  • New York Life - Reno
  • Reno, NV
  • Are you a motivated people person looking for the chance to break into a new industry? If the answer is yes, we are look...
  • 3/28/2024 12:00:00 AM

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Entry-Level Financial Service Sales Professional
  • New York Life - North Dakota
  • Fargo, ND
  • New York Life in Fargo, ND is seeking a dedicated individual to join us as an Entry-Level Financial Service Sales Profes...
  • 3/28/2024 12:00:00 AM

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Financial Sales Representative
  • New York Life Insurance Company
  • Melville, NY
  • FINANCIAL SALES REPRESENTATIVE For those with an entrepreneurial spirit who desire unlimited income potential and a flex...
  • 3/27/2024 12:00:00 AM

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Financial Sales Representative
  • The Western and Southern Life Insurance Company
  • Charlotte, NC
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 3/27/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Milwaukee, WI
  • If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financi...
  • 3/25/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$53,196 to $95,507

Financial Retail Sales Assistant - Registered in Spartanburg, SC
Whenever non-registered sales assistants need help, they can rely on registered sales assistants support.
February 02, 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
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020