

Work Schedule
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
•. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at leastin the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
משרות נוספות שיכולות לעניין אותך

משרות נוספות שיכולות לעניין אותך

Converse Allen
Allen, TX
Starting Pay Rate:
Seasonal– Up to 40 hours per week, including nights and weekends
Be an All Star as a Converse Retail Associate
energetic, a rebel –a game-changer
proud to offer you benefitsactually use, including product discounts, access to employee-only events and sample sales, incredibleand growth opportunities and so much more.
Be Rewarded for a Job Well Done
Discounts for you and your family from Nike, Converse, and Jordan up to 50% off
accruePaid Time Off and Holiday Pay
you'rehired
Full-time and part-time employees working 20 hours or more per week are eligible for Health Savings Accounts and Flexible Savings Accounts after 12 months of continuous employment
Access to support through Optum Employee Assistance Program at no cost for you and your family
Tuition Reimbursement up to $5,250 per calendar year for full-time Retail Associates
Information about benefits can be found
Putting Your Best Foot Forward
Must be at least 18(U.S)
Flexibility to work nights, weekends and holidays based on store needs
You want to learn and understand footwear, apparel and accessories and pass that knowledge onto your customers
Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time *with or without
What You're Responsible For
Having a positive attitude while creating a fun, knowledgeable environment for your teammates and customers
Supporting the customer sales journey from start to finish, authentically and passionately
Being professional,demonstratingintegrity, reliability, and kindness
in accordance withstore policies and procedures,operatinga cash register,shippingand receiving duties, stocking products, cleaning and building visual displays *with or without
a number offor in-person interviewers, modified equipment/and closed captioning. If you need an accommodation to complete the application process,you with the application process.
For more information, please refer to
משרות נוספות שיכולות לעניין אותך

, TX
Starting Pay Rate:
Full Time – 32-40 hours per week, including nights and weekends
do it.
As a Nike Retail Associate,
more than getting the product from door to floor;being part of thetheir dream pair. Those iconic moments –our culture. Bring your just-do-it attitude, and
Be Rewarded for a Job Well Done
Converse
accruePaid Time Off and Holiday Pay
you'rehired
Full-time and part-time employees working 20 hours or more per week are eligible for Health Savings Accounts and Flexible Savings Accounts after 12 months of continuous employment
The opportunity to buy Nike stock at a discount through our Employee Stock Purchase Plan (ESPP)
Access to support through Optum Employee Assistance Program at no cost for you and your family
Tuition Reimbursement up to $5,250 per calendar year for full-timeRetail
Information about benefits can be found
Putting Your Best Foot Forward
Must be at least 18(U.S)
Flexibility to work nights, weekends and holidays based on store needs
Use customer service authentically to ensure customers feel seen and understood in our stores
Ability to learn and train on the latest products and technologies
Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of timewith or without reasonable accommodations
What You're Responsible For
Being enthusiastic, excited, and knowledgeable about NIKE products and services to best support customer needs
Bringing your positive attitude and passion to your teammates and customers every day
fitness
Playing by the rules and being professional,demonstratingintegrity,reliability,and kindness
Operating a cash register,shipping,and receiving duties, stocking products, cleaning and building visual displayswith or without accommodations
Showing up for your teammates by attending store events
For more information, please refer to
משרות נוספות שיכולות לעניין אותך

Job Description:
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.
Responsibilities:
• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence
Required Qualifications:
• 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team
• Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
• Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
• Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
• Proven record of balancing risk and making sound decisions while achieving business goals
• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Proficiency in computer skills and professional programs (for example, Microsoft Office)
• Ability to pass pre-employment assessments and compliance requirements
• Availability to work weekends and/or extended hours as required to run the business
• Must be able to travel to any financial center within the defined market
Desired Qualifications:
• 1+ years management experience including hiring, coaching, and developing direct reports
• Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality
• Undergraduate degree
• Bilingual (fluent verbal and written)
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

Information about benefits can be found .
Carlsbad, California
Starting Pay Rate:
Part Time – 20-38 hours per week, including nights and weekends]
their dream pair. Those iconic moments – that's our culture. Bring your just-do-it attitude, and let's be game-changers together.
Be Rewarded for a Job Well Done
Converseand Jordan up to 50% off
Accrued Paid Time Off and Holiday Pay
All full-time and part-time employees working 20 hours or more per week are eligible for 401(k) Plan, CERA, Employee Assistance Program, Mental and Emotional Health, Financial Coaching and Education, Child Development Support and Caregiving Benefits starting on the day you're hired
Full-time and part-time employees working 20 hours or more per week are eligible for Health Savings Accounts and Flexible Savings Accounts after 12 months of continuous employment
The opportunity to buy Nike stock at a discount through our Employee Stock Purchase Plan (ESPP)
Access to support through Optum Employee Assistance Program at no cost for you and your family
Tuition Reimbursement up to $5,250 per calendar year for full-timeRetail
Information about benefits can be found
Putting Your Best Foot Forward
Must be at least 18(U.S)
Flexibility to work nights, weekends and holidays based on store needs
Use customer service authentically to ensure customers feel seen and understood in our stores
Ability to learn and train on the latest products and technologies
Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time
What You're Responsible For
Being enthusiastic, excited, and knowledgeable about NIKE products and services to best support customer needs
Bringing your positive attitude and passion to your teammates and customers every day
fitness
Playing by the rules and being professional, demonstrating integrity,reliability,and kindness
Operating a cash register,shipping,and receiving duties, stocking products, cleaning and building visual displayswith or without accommodations
Showing up for your teammates by attending store events
For more information, please refer to
משרות נוספות שיכולות לעניין אותך

Allen, TX
Starting Pay Rate:
Part Time – 20-38 hours per week, including nights and weekends
their dream pair. Those iconic moments – that's our culture. Bring your just-do-it attitude, and let's be game-changers together.
Be Rewarded for a Job Well Done
Converseand Jordan up to 50% off
Accrued Paid Time Off and Holiday Pay
All full-time and part-time employees working 20 hours or more per week are eligible for 401(k) Plan, CERA, Employee Assistance Program, Mental and Emotional Health, Financial Coaching and Education, Child Development Support and Caregiving Benefits starting on the day you're hired
Full-time and part-time employees working 20 hours or more per week are eligible for Health Savings Accounts and Flexible Savings Accounts after 12 months of continuous employment
The opportunity to buy Nike stock at a discount through our Employee Stock Purchase Plan (ESPP)
Access to support through Optum Employee Assistance Program at no cost for you and your family
Tuition Reimbursement up to $5,250 per calendar year for full-timeRetail
Information about benefits can be found
Putting Your Best Foot Forward
Must be at least 18(U.S)
Flexibility to work nights, weekends and holidays based on store needs
Use customer service authentically to ensure customers feel seen and understood in our stores
Ability to learn and train on the latest products and technologies
Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time
What You're Responsible For
Being enthusiastic, excited, and knowledgeable about NIKE products and services to best support customer needs
Bringing your positive attitude and passion to your teammates and customers every day
fitness
Playing by the rules and being professional, demonstrating integrity,reliability,and kindness
Operating a cash register,shipping,and receiving duties, stocking products, cleaning and building visual displayswith or without accommodations
Showing up for your teammates by attending store events
For more information, please refer to
משרות נוספות שיכולות לעניין אותך

Work Schedule
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
•. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at leastin the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
משרות נוספות שיכולות לעניין אותך