Financial Retail Sales Assistant - Registered jobs in Tampa, FL

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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Registered Financial Service Associate
  • Doshi Financial - Raymond James
  • Lutz, FL PART_TIME,FULL_TIME
  • ```Overview```
    We are seeking a highly motivated and detail-oriented individual to join our team as a Registered Client Associate. As a Registered Client Associate, you will play a crucial role in providing exceptional service and support to our clients in the financial industry. This position offers an opportunity to work closely with financial advisors and gain valuable experience in investment management and wealth management.

    ```Responsibilities```
    - Assist financial advisors with client onboarding and account maintenance
    - Prepare and process client account paperwork, including account openings, transfers, and closings
    - Execute client transactions, such as trades and money transfers
    - Monitor client portfolios and provide regular updates to financial advisors
    - Conduct research on investment options and present findings to financial advisors
    - Assist with cash management, including processing deposits and withdrawals
    - Collaborate with internal teams to ensure accurate and timely completion of client requests
    - Maintain client records and ensure compliance with regulatory requirements

    ```Requirements```
    - Bachelor's degree in finance, accounting, or a related field
    - Previous experience in the financial industry, such as sales or public accounting, is preferred
    - Strong mathematical skills and understanding of financial concepts
    - Knowledge of corporate accounting principles is a plus
    - Familiarity with wealth management practices and wills trusts estate law is beneficial
    - Excellent attention to detail and organizational skills
    - Strong communication and interpersonal skills
    - Ability to work independently and as part of a team

    If you are looking for an exciting opportunity to grow your career in the financial industry, we encourage you to apply for the position of Registered Client Associate. We offer competitive compensation packages and opportunities for professional development. Join our team today!

    Job Types: Full-time, Part-time

    Benefits:

    • 401(k)
    • Health insurance
    • Life insurance

    Schedule:

    • 4 hour shift
    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Lutz, FL 33548: Relocate before starting work (Required)

    Work Location: In person

  • 19 Days Ago

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Retail Sales Specialist - Tampa
  • Retail for the People
  • Tampa, FL TEMPORARY
  • The Opportunity: Retail Sales SpecialistIf you thrive in the pulse of dynamic, high-energy environments and possess an innate love for luxury fashion, your moment to shine has arrived. Experience the ...
  • 17 Days Ago

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Retail Sales Manager
  • O'Neill Retail
  • Lutz, FL PART_TIME
  • YOUR ROLE As the Sales Manager, you support the Store Leadership Team by rocking out strong LOD (Leader on Duty) shifts and ensuring a stellar guest experience. You hold down the daily operations of t...
  • 18 Days Ago

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Retail Sales Associate/Truck Sales
  • Arrow Truck Sales
  • Tampa, FL FULL_TIME
  • Commercial Truck Sales Consultant Arrow Truck Sales, Inc. is North America’s leading source for used heavy-duty and medium-duty trucks. Arrow has an opening for a Commercial Truck Sales Consultant. Ar...
  • 22 Days Ago

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Immediate hire
  • Hospitality, Retail, Sales Experience a Plus!
  • Tampa, FL FULL_TIME
  • Regardless of college major or professional experience, nearly 100% of our full-time employees start out in our Management Training Program. This allows everyone to learn our business from the ground ...
  • 23 Days Ago

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Merchandiser Retail Sales
  • Premium Retail Services
  • RIVERVIEW, FL FULL_TIME
  • OverviewThe Retail Merchandiser provides retail sales merchandising coverage and coverage of retail special projects for an assigned retail territory. They are responsible for representing ACOSTA and ...
  • 1 Month Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Tampa, FL area

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Insurance Account Executive
  • CRC Insurance Services, Inc.
  • Tampa, FL
  • The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll ...
  • 3/29/2024 12:00:00 AM

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Commercial Sales Representative
  • MaxTech, Inc.
  • Tampa, FL
  • Maxxon Corporation BENEATH IT ALL, MAXXON DELIVERS. Florida Commercial Sales Representative Since 1972, weve been the le...
  • 3/29/2024 12:00:00 AM

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Logistics Account Manager Associate- Summer 2024 Internship Program
  • Scotlynn USA Division
  • Tampa, FL
  • Description Why choose to succeed with Scotlynn? Scotlynn has grown to become a leader in the logistics and transportati...
  • 3/29/2024 12:00:00 AM

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Sales Associate
  • Express, Inc.
  • Tampa, FL
  • Overview About Express, Inc. Express, Inc. is a multi-brand fashion retailer whose portfolio includes Express, Bonobos a...
  • 3/28/2024 12:00:00 AM

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Senior Sales Manager - Hyatt and Hilton Brands
  • Mckibbon Hospitality
  • Tampa, FL
  • SENIOR SALES MANAGER - Hyatt House Tampa Airport/Westshore, Hilton Garden Inn Tampa Airport Westshore & Hampton Inn & Su...
  • 3/28/2024 12:00:00 AM

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TeleSales Manager - Remote
  • InsuraTec Services Group
  • Tampa, FL
  • Remote Territory Sales Manager Location: Remote (Work From Home) Responsibilities: Understand clients' financial needs a...
  • 3/28/2024 12:00:00 AM

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Sales Representative, Work From Home, Uncapped Earning Potential
  • NKH Agency
  • Tampa, FL
  • Job Description: We are currently seeking highly motivated and enthusiastic Life Insurance Professionals to join our tea...
  • 3/27/2024 12:00:00 AM

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Remote Territory Sales Executive
  • Asurea Insurance Services
  • Tampa, FL
  • Remote Territory Sales Executive Organization Description: The Gilbert Agency is a premier Marketing Organization servin...
  • 3/27/2024 12:00:00 AM

Tampa is a major city in, and the county seat of, Hillsborough County, Florida, United States. It is on the west coast of Florida on Tampa Bay, near the Gulf of Mexico, and is the largest city in the Tampa Bay Area. The bay's port is the largest in the state, near downtown's Channel District. Bayshore Boulevard runs along the bay, and is east of the historic Hyde Park neighborhood. Today, Tampa is part of the metropolitan area most commonly referred to as the "Tampa Bay Area". For U.S. Census purposes, Tampa is part of the Tampa-St. Petersburg-Clearwater, Florida Metropolitan Statistical Area....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$51,403 to $92,287
Tampa, Florida area prices
were up 1.1% 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