Associate Broker Salary at Better Homes BETA

Job Description Job Description Position Purpose - Responsibilities/Duties/Functions/Tasks The main function of this position is to proactively solicit new residential mortgage clients, while developing and cultivating a strong business network of referrals. It is the responsibility of a Mortgage Advisor is to analyze a borrower's financial and credit data to determine creditworthiness and the probability of financial security in repayment efforts. Originates their own sales by contacting prospective clients. Develops and maintains referral sources. Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans. Meets with prospective clients at locations other than LCM's offices, e.g., client's home or other locations, Meets with clients in person to sell mortgage loan products, Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts, Obtains credit information and necessary documentation

Job Description Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our Lake Oswego, Oregon office has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level management. Responsibilities include, but are not limited to: Provide sales and administrative support to customers and Financial Advisors Maintain client account information and assist Financial Advisors with special projects as needed Coordinate and prepare for client review meetings and set up new accounts Organize and maintain calendar and meeting schedule Process invoices, check request

Job Description Job Description Oregon Society of CPAs is a statewide not-for-profit professional membership association located at in Beaverton, Oregon. If you are organized, detail-oriented, able to manage a variety of tasks to meet deadlines, and enjoy working with people, an association career may be right for you. Database and Microsoft Office experience is required. All candidates must be customer service oriented and possess excellent telephone, written and oral communication skills. Essential Job Functions: Supports the President/CEO to implement Society and Executive Office goals and OSCPA Strategic Plan. Administrative: Provides administrative support on Executive Office projects Provides administrative support and meeting facilitation for the OSCPA Board of Directors, including: Works on production of meeting agenda, minutes, and other handouts Gathers input from staff to produce management report and strategic plan report Provides administrative support and meeting facilita

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by buildin

Job Type Full-time Description LIFE AT PACIFIC LIFESTYLE HOMES Experience the difference of being part of the Pacific Lifestyle Homes family. As a two-time recipient of the prestigious Building Industry Association "Builder of the Year" award and the esteemed National Housing Quality Gold Award , we are more than just a homebuilder - we are dedicated to BUILDING BETTER LIVES! From our humble beginnings in 1996, we have grown to construct over 6,500 homes and 130 communities across SW Washington, the Portland Metro area, greater Puget Sound area, and the Boise Metro landscape. Join us and build your career with a company committed to excellence and community impact. JOB MISSION Build your career with Garrette Custom Homes as a New Home Sales Manager and lead our dynamic sales team towards achieving unparalleled success in the homebuilding industry. In this pivotal role, you will spearhead our sales strategies, foster a culture of excellence, and drive growth while delivering exceptional

Description The Client Services Associate IV provides high level support to Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Job Duties: Fulfill more complex client requests and resolve service-related issues ensuring all interactions are updated in CRM Facilitate the onboarding process for high-net-worth clients, which may involve more complex financial structures, specialized investment vehicles, and nuanced service requirements Conduct in-depth analysis of client investment portfolios AND/OR assist in the development & implementation of comprehensive financial plans AND/OR manage the discretionary trading platform for financial adviso Prepare key documents and presentations for client meetings Organize and attend all appreciation and education events Track and contact all new leads from refer

The Client Services Associate IV provides high level support to Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Job Duties: * Fulfill more complex client requests and resolve service-related issues ensuring all interactions are updated in CRM * Facilitate the onboarding process for high-net-worth clients, which may involve more complex financial structures, specialized investment vehicles, and nuanced service requirements * Conduct in-depth analysis of client investment portfolios AND/OR assist in the development & implementation of comprehensive financial plans AND/OR manage the discretionary trading platform for financial adviso * Prepare key documents and presentations for client meetings * Organize and attend all appreciation and education events * Track and contact all new leads from refer

JOIN THE SALES TEAM OF ONE OF THE AREA'S LEADING HOMEBUILDERS! ARE YOU SEEKING AN EXTRAORDINARY LONG-TERM OPPORTUNITY WITH A PREMIER HOMEBUILDER? We are seeking an Inside Sales Associate to manage our online sales and marketing initiatives. This position responds to, qualifies, and manages leads and customer requests for new homes, and reports directly to our Senior Manager of Online Sales, Marketing, & Customer Experience. If you're a committed sales professional, we can offer you: - An extensive training and mentoring program with some of America's best new home sales coaches. - Exceptional compensation and incentives - Salary, commission, and benefits You MUST be a superstar on the phone, a wizard with email communication, and extremely comfortable using computer programs. Previous new home sales experience not required Learn About Holt Homes: https://holthomes.com/ Job Description Online Sales Consultant WC Code: 4904-00 OR Code: 8810-00 Reports to: Senior Manager of Online Sales,