Top Division Financial Executive is responsible for developing the overall financial policies for a division. Provides strategic direction of all financial functions, including accounting, budget, credit, insurance, tax, and treasury. Being a Top Division Financial Executive ensures that proper financial controls are in place and that financial transactions support the overall business strategy while conforming with applicable laws and regulations. Designs and coordinates a wide variety of accounting and statistical data and reports. Additionally, Top Division Financial Executive requires a master's degree in accounting or finance. Typically reports to top management. The Top Division Financial Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Division Financial Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Financial Freedom Wealth Management Group, awarded the Best Place to Work in 2022 for Financial
Advisors, is actively seeking a Financial Advisor to join our growing team. Our firm is comprised of fun,
compassionate, community-minded individuals who love being part of a diverse and energetic team. A
successful candidate must embody our values of treating all people with respect, never compromising
our integrity, delighting our clients, and embracing our team culture. The ideal candidate must also be
devoted to our commitment to care deeply about our clients and their financial lives.
Responsibilities & Activities:
• Provide delightful service to current and potential clients through meetings, communication,
and account support
• Continue and maintain up-to-date knowledge and training on all programs used for financial
planning and research
• Prepare for client appointments and create reports
• Conduct securities-related transactions and help steward client’s wealth
• Attend and actively participate in client events and activities
• Build and foster relationships
• Manage client concerns within your client base and assist other Wealth Advisors as needed
Knowledge, Skills & Abilities:
• 2 years of securities knowledge or sales experience
• Series 7, 66, Life and Health licenses required, or the ability to obtain within 12 weeks
• Obtain or hold Securities and Insurance licenses
• Bachelor’s Degree desired but not required
• Exceptional attention to detail
• Excellent attitude and demonstrates a team player mindset
• Excellent organizational and time management skills
• An ability to mange and organize multiple tasks
• Excellent communication (oral and written), interpersonal, and presentation skills
• Proficient with computers
Benefits include:
*Eligible after one year of employment
0 Top Division Financial Executive jobs found in Salem, OR area