Financial Specialist Salary at Cnlbank BETA

Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transact

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong r

Job Description Job Description We are looking for an Associate Compliance Analyst to support the broker-dealers’ Chief Compliance Officer (CCO) and compliance team. The role is ideal for a high-functioning, energetic professional with compliance experience within a broker- dealer and an understanding of FINRA Broker-Dealer and SEC Registered Investment Advisor regulations. In this role, you will assist in supporting and monitoring the regulatory compliance program reporting directly to the Broker-Dealer’s Chief Compliance Officer and supporting our affiliated SEC Registered Investment Advisor compliance programs pursuant to applicable SEC and FINRA regulations and firm policies and procedure Responsibilities Review of the sales and trading activities of financial advisors Conduct licensing and registration activities for broker dealer and RIA, including Form U4, U5, Form BR and disclosures. Respond to state registration inquiries Participate in the on boarding of new advisors Track, r

Job ID: 688397BR Date posted: Mar. 06, 2025 Description:We're seeking an energetic and experienced change manager to join Lockheed Martin's Corporate Program Assessment & Evaluation (PA&E) team, where you will spearhead Program Finance and Earned Value Management (EVM) initiatives that drive business success across the corporation. The key responsibilities include: 1. EVM System Oversight: Maintaining the Lockheed Martin Earned Value Management System Description (PPMP-01) and related Command Media. 2. Compliance and Collaboration: Driving EVMS compliance across the enterprise through collaboration with various stakeholders. 3. Risk Mitigation: Evaluating and reporting on external EVMS Corrective Action Requests (CARs) and identifying risk mitigation actions. Proactively identifying potential risks early in the process, analyzing their potential impact, and developing strategies to mitigate or prevent them, ensuring that issues are addressed before they become major concerns. 4. Proces

Join the Toyota of Orlando Team: We're Hiring Dynamic Sales and Customer Service Professionals! PRODUCT SALES SPECIALISTS (Minimum $800 per week guaranteed. Earn up to $80,000 annually) Do you have the drive and personality to succeed? If you can easily make friends and embrace the challenge of earning your success, we have the opportunity you deserve! Toyota of Orlando is currently seeking energetic, goal-oriented, success-driven professionals to join our growing Sales and Customer Service Team. Bi-lingual candidates, a plus! We Offer: Minimum $800.00 per week guaranteed Earning potential with commissions and bonuses up to $80,000 annually No experience necessary (we provide paid training) 5-day work week Paid time off Competitive benefit package including Medical/Dental/Life Insurance and 401K Employee discounts Career path and management program available Important Job Requirements: Must be able to work weekends 9 to 11-hour shifts required Must be able to work in outdoor weather co

ABOUT GOODWILL INDUSTRIES OF CENTRAL FLORIDA Goodwill Industries of Central Florida provides opportunities for every member in our community to develop their full potential. Since 1959, Goodwill Industries of Central Florida has been fulfilling its mission of “Building Lives That Work.” We provide tools that help people find meaningful work and achieve their goals. Goodwill’s Mission Impact programs include job skills training, job placement, and supportive work opportunities for people with common barriers to employment. Since 2020, Goodwill Industries of Central Florida has also provided community members and employees access to the Prosperity Platform. The Prosperity Platform empowers people to increase their economic security through planning, goal setting, and action-based coaching. Prosperity Planners work one to one with Prosperity Platform members. Every member is guided in setting short term and long-term goals. Members are given structured planning guidance in three core life

Equitable Advisors- Retirement Benefits Group Job Description Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG). As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as educat

Job Description Job Description Join the Kyle Wealth Team - Backed by Prudential and LPL Financial Our Differentiators: Open Architecture System: Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support. Growth Opportunities: Buy books of business, build assets, or create a practice to sell—a rare path to long-term success. Leadership and Management Potential: Earn additional bonuses by leading and developing teams. FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Business Development Services: Back-office and administrative support to free up your time for growth. Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while m