Financial Retail Sales Assistant - Registered jobs in Sacramento, CA

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)

A
Executive Assistant / Office Manager - Financial Services
  • Ameriprise Financial
  • Folsom, CA FULL_TIME
  • Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines. This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar. Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

    Position Functions:

    • Prepare correspondence for advisor signature
    • Copy and track all client and practice materials including business correspondence
    • Copy and follow-up with home office on related issues
    • Schedule client appointments and prepare agendas/ forms for appointments
    • Conduct client appointment reminder calls and check-in calls on follow up items
    • Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
    • Perform other allowable duties as assigned by the financial advisor(s) 10% Client care
    • Greet clients upon arrival and extend hospitality to clients
    • Set up and maintain client management system
    • Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
    • Document client contacts/calls
    • Track client special events and make appropriate contact per established client contact model

    Key Traits of a Successful Executive Assistant / Office Manager:

    • Strong organizational and computer skills
    • Direct attention to detail and organization
    • Effective communication with clients and other advisors/staff
    • Effective and efficient time management
    • Polite and clear phone manner
    • Ability to multi-task
    • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
    • Ability to support and provide guidance for compliance within the advisor’s practice
    • Positive attitude and sincere willingness to constantly learn and grow

    Education and Other Designations:

    • College degree
    • Experience in managing a small office environment
    • 1 year or more experience working with financial advisors
    • Proficient with all Microsoft Office

    Job Type: Full-time

    Pay: $25.00 - $35.00 per hour

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Experience:

    • Office: 1 year (Required)

    Ability to Relocate:

    • Folsom, CA 95630: Relocate before starting work (Required)

    Work Location: In person

  • 4 Days Ago

S
SAS in Walmart - Retail Sales Representative
  • SAS Retail
  • Sacramento, CA 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...
  • 6 Days Ago

S
Retail Sales Merchandiser
  • SAS Retail Services
  • Granite Bay, CA PART_TIME
  • Join our dynamic team of Merchandising & Product Demonstration Specialists! In this multifaceted role, you'll excel in merchandising, sales, and/or product demonstrations. We seek a candidate adept at...
  • 5 Days Ago

D
Sales Assistant - Foothills/Tahoe
  • Donaghy Sales LLC
  • Sacramento, CA FULL_TIME
  • Purpose of position: To provide sales assistance and relief while maximizing and promoting sales of supplier brands to accounts through effective account management, sales execution, and communication...
  • 20 Days Ago

C
Part Time Retail Sales Associate - Roseville Galleria - Roseville, CA
  • Casper Retail
  • Roseville, CA PART_TIME
  • Looking for a job to get you out of bed? At Casper, our mission is to awaken the potential of a well-rested world. We believe that better sleep makes for better living. We design products and experien...
  • 10 Days Ago

R
Travel Nurse RN - Care Manager - $2,400 per week
  • Registered Healthcare LLC
  • Sacramento, CA FULL_TIME
  • Registered Healthcare LLC is seeking a travel nurse RN Care Manager for a travel nursing job in Sacramento, California.Job Description & RequirementsSpecialty: Care ManagerDiscipline: RNStart Date: 03...
  • 19 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Financial Retail Sales Assistant - Registered jobs found in Sacramento, CA area

M
Enterprise Account Executive
  • Monarch Recruiters, LLC
  • Sacramento, CA
  • Are you a seasoned sales professional looking for a new challenge? Our client is looking for a talented and goal-oriente...
  • 3/28/2024 12:00:00 AM

A
Sales Account Manager
  • American Fidelity Sales Careers
  • Sacramento, CA
  • American Fidelity Assurance is now looking for an Account Manager in your area. Our salaried, career Account Managers ar...
  • 3/28/2024 12:00:00 AM

E
Remote Sales Team Leader
  • Ea Agency / Symmetry Financial Group
  • Sacramento, CA
  • OPPORTUNITY TO OWN YOUR OWN AGENCY! The EA Agency protects families with term life, whole life, mortgage protection, ann...
  • 3/28/2024 12:00:00 AM

S
Enterprise Account Executive - Commercial Fleet Focus, (Western US Remote)
  • SitelogIQ
  • Sacramento, CA
  • SitelogIQCommercial & Industrial (C&I) delivers turnkey energy-efficiency and property improvement programs that transfo...
  • 3/27/2024 12:00:00 AM

W
Sales Coordinator - Hotel, Hilton Gardens Inn Sacramento Airport - Full Time
  • WS Management
  • Sacramento, CA
  • We are seeking a dynamic Sales Coordinator to support our Hotel operations, administrative functions and growing their c...
  • 3/27/2024 12:00:00 AM

A
Commercial Sales Manager
  • AutoZone, Inc.
  • West Sacramento, CA
  • 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

Q
Internal Account Manager, Remote within Northern California
  • Quest Diagnostics
  • Sacramento, CA
  • Overview: We Provide Solutions. Patients and Physicians rely on our diagnostic testing, information and services to help...
  • 3/26/2024 12:00:00 AM

O
Consumer Loan Sales Specialist
  • OneMain Financial
  • West Sacramento, CA
  • At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly,...
  • 3/25/2024 12:00:00 AM

Sacramento (/ˌsækrəˈmɛntoʊ/ SAK-rə-MEN-toh; Spanish: [sakɾaˈmento]) is the capital city of the U.S. state of California and the seat of Sacramento County. Located at the confluence of the Sacramento River and the American River in Northern California's Sacramento Valley, Sacramento's estimated 2018 population of 501,334 makes it the sixth-largest city in California and the ninth largest capital in the United States. Sacramento is the seat of the California Assembly, the Governor of California, and Supreme Court of California, making it the state's political center and a hub for lobbying and th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$58,483 to $104,999
Sacramento, California area prices
were up 2.5% 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