Financial Retail Sales Assistant - Registered jobs in Waukesha, WI

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 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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Retail sales representative
  • SAS Retail Services
  • 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...
  • 23 Days Ago

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Retail sales representative
  • Premium Retail Services
  • Milwaukee, WI FULL_TIME
  • Retail Sales Representative General Information Company : ACO-US Location : MILWAUKEE, Wisconsin, 53226 Ref # : 69136 Function : Merchandising Employment Duration : Part-time Description and Requireme...
  • 2 Days Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Waukesha, WI area

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Sales Professional
  • Transparent Financial
  • Waukesha, WI
  • Job Description Job Description Our organization is expanding, and we are looking to hire a B2B Sales Representative in ...
  • 3/29/2024 12:00:00 AM

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Sales Manager
  • Impact Networking
  • Brookfield, WI
  • Description Impact is hiring a B2B Sales Manager specialized in technology solutions for our Nationally ranked Best and ...
  • 3/27/2024 12:00:00 AM

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Business Development Manager
  • The Redmond Company
  • Waukesha, WI
  • Job Description Job Description The Redmond Company, located in Waukesha, WI, is an established and well-known, premier ...
  • 3/26/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Waukesha, WI
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 3/26/2024 12:00:00 AM

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Regional Distribution & Manufacturing Manager-US
  • Industrial Electric Wire
  • New Berlin, WI
  • The Regional Distribution and Manufacturing Manager will take action under the direct supervision of the Vice President ...
  • 3/26/2024 12:00:00 AM

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Front Desk - Closer
  • Wisconsin Athletic Club LLC
  • Hartland, WI
  • Job Details Job Location WAC Lake Country - Hartland, WI Description Front Desk Team Member Job Description and Performa...
  • 3/26/2024 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

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Cabinet Refacing Sales Consultant
  • Careerbuilder
  • Pewaukee, WI
  • At Crew2, we know great things happen when talent and opportunity cross paths. We empower our associates to be successfu...
  • 3/25/2024 12:00:00 AM

Waukesha (/ˈwɔːkɪʃɔː/) is a city in and the county seat of Waukesha County, Wisconsin, United States. It is part of the Milwaukee metropolitan area. Its population was 70,718 at the 2010 census. The city is adjacent to the Town of Waukesha....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$53,248 to $95,600
Waukesha, Wisconsin area prices
were up 1.8% 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