Broker Associate Salary at Cl Tel BETA

Explore a career as a Financial Professional. Take your career to the next level at Prudential Advisors - change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive traini

Prudential Advisors is looking for an experienced financial professional in the Mason City area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open architecture platform for client solutions Our competitive payouts Our practice building support . This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with Prudential’s exceptional referral programs Access to 20 different types of lead programs The opportunity to create client solutions without proprietary products sales requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee.

Position Description: The Financial Analyst will work closely with finance and business management to deliver reporting and analytical support. This role provides financial reporting and analysis of operational expenses while enhancing the clarity of Key Performance Indicator (KPI) reporting. It also involves collaborating with the Finance department, senior leaders, to support budgeting, forecasting, and various projects and analyses, enabling the organization's rapid growth. Essential Functions: •Analyze current and past financial and operational data and performance •Review shop floor data including department overhead/burden rates •Prepare reports and projections based on analysis and provide recommendations for changes •Participate in preparation and evaluation of company budget/profit plans •Identify trends in financial performance and provide recommendations for improvement •Coordinate with other members of the finance team to review financial information and forecasts •Provide

Job Details Job Location Clarion branch - Clarion, IA Description POSITION SUMMARY: Services customers and their accounts, cross-selling bank products, and complying with bank operations. Works with customers and prospective customers on deposit related products along with other services offered by the bank making recommendations, which will satisfy the customer's needs. ACCOUNTABILITIES: *** Sales: 50% Cross-sells bank products or services to existing and potential customers through in-person sales sessions as well as by phone, written correspondence, and external sales calls. Opens all types of accounts; including checking, savings, certificates of deposits, IRAs, etc. Provides information and referrals to customers seeking other services; including but not limited to, Wealth Management services, HLC referrals and/or other lending needs. Maintains high product knowledge by learning new selling techniques, new products, and market trends. Service: 45% Answers questions or resolves com

Job Description Job Description F&I Manager The Finance and Insurance Manager involves working closely with customers to provide financing options, managing relationships with banks and vendors, and ensuring compliance with industry regulations. Responsibilities Actively engage with customers to understand their financing needs and provide tailored solutions that enhance their purchasing experience. Drive sales through customer satisfaction while ensuring all transactions comply with state and federal regulations. Maintain a keen attention to detail in paperwork and documentation. Oversee the processing of financial transactions, including bank funding, title work, and cash management. Negotiate financing terms with banks to secure the best rates for customers. Foster and maintain strong partnerships with financial institutions, vendors, and Original Equipment Manufacturers (OEMs). Stay updated on industry trends to ensure competitive offerings. Work closely with the sales team to supp

Job Description Job Description F&I Manager The Finance and Insurance Manager involves working closely with customers to provide financing options, managing relationships with banks and vendors, and ensuring compliance with industry regulations. Responsibilities Actively engage with customers to understand their financing needs and provide tailored solutions that enhance their purchasing experience. Drive sales through customer satisfaction while ensuring all transactions comply with state and federal regulations. Maintain a keen attention to detail in paperwork and documentation. Oversee the processing of financial transactions, including bank funding, title work, and cash management. Negotiate financing terms with banks to secure the best rates for customers. Foster and maintain strong partnerships with financial institutions, vendors, and Original Equipment Manufacturers (OEMs). Stay updated on industry trends to ensure competitive offerings. Work closely with the sales team to supp

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. Th

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. Th