Financial Advisor - Anchorage, AK

Description
Jobs Financial Advisor -At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart.

Responsibilities
As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals.

• Target prospective clients and market your unique value proposition in your community
• Evaluate your client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process.
• Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your client’s needs and objectives.
• Actively participate in training and development curriculum to continually improve your marketing and financial planning skills and knowledge base.
• Provide personal client service and support.


Requirements
Depending on your background, experience, career and personal goals - we have three targeted career tracks. Within each track, we are looking for candidates with a demonstrated pattern of success.

Classic Advisor:
• Career Changer: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Education, Law, Operations/Management, Technical, Military, Health Care etc.
• New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education, etc.

Choice Advisor:
• Experienced Financial Services Professional: Financial Planning, Brokerage, Banking, Insurance, Wealth Management.

Jobs Snapshoot
Location : Anchorage, AK (Map it!)
Employee Type : Full-Time
Industry :
Accounting - Finance
Banking - Financial Services
Sales - Marketing
Manages Others : No
Job Type :
Consultant
Finance
Sales
Experience : Not Specified
Relocation Covered : No
Post Date : 6/2/2012 Contact Information
Contact : Morten Kjerland
Phone : (907) 349-3559
Ref ID : 108559
Fax : (907) 344-0881


www.joinwaddell.com


Waddell & Reed

Morten Kjerland, CMFC
Managing Principal
800 E DIMOND BLVD
SUITE 3-350
ANCHORAGE, AK 99515
(907) 349-3559

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Business Banking Spec (safe) - Cushman at Alaska

Business Banking Spec (safe) - Cushman at Alaska, This position is located at the Cushman Store in Fairbanks and will be 40 hours per week. This position also includes a 5% geographic differential added to base pay. Do you have a passion for seeing small business customers succeed? Like providing expert advice? Find satisfaction in offering the right financial solutions to your customers? Do you like achieving goals in a retail sales environment? Our Business Specialists have an exciting opportunity to actively build relationships and help grow small business customers financially. In this position, you will provide a full range of business banking services to customers with an emphasis on business products; actively cross-sell additional business products such as loans and cash management products through referrals to partners; pro-actively call on potential and existing customers with the goal of acquiring 100% of the customers' financial services business; consistently profile all customers to uncover needs for services to increase products per household; develop and maintain relationships with Wells Fargo partners to maximize sales opportunities; meet and exceed assigned quarterly sales goals; conduct market industry research for market trends that impact customers business and spot opportunities to provide financial services. Annual Certification may be required. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Basic Qualifications: 2+ years business, retail sales and/or customer service experience. Minimum Qualifications: Proven ability to achieve sales goals and build relationships with customers. Demonstrated use of PC skills. Good communications skills. Outbound sales experience. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Preferred Skills: In-depth understanding and knowledge of bank business products and financial services, Multilingual speakers are encouraged to apply. 

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Assistant Controller - Bank in Trandon Associates, Inc.

Major Community Banklocated in Toms River, New Jersey is currently seeking a qualified individual to join their expandingaccounting department. 

Responsibilities:

• Facilitate successful execution of monthly and quarterly closes by reviewing financial statements prepared by staff (consolidated and unconsolidated entities) and implementing process improvements as needed.
• Review and assist in Monthly and Quarterly Balance Sheet and Income Statement Analysis.
• Coordinates with the accounting department to meet all internal and external reporting requirements and deadlines including regulatory reports.
• Coordinate pre-close process for bank entities.
• Coordinate and serve as primary point of contact for all external and internal auditor requests.
• Perform ad-hoc financial analysis and assist with projects as required.
  
  
  

The ideal candidates should have an accounting degree and 5+ years banking or financial services accounting experience.  Prior supervisory experience is a must.

Immediate Interview
Top Bonus and Benefits
Starting salary is up to 105K Base

All resumes submitted MUST be e-mailed in Word format DIRECTLY to Trandon Associates, Inc. at the link provided below.  Please include current salary requirements. 

Scott Evans
Trandon Associates, Inc.
535 5th Avenue-Suite 610
New York, NY 10017
PH: 212-986-0200
FAX: 212-986-0184
Recruiting@trandon.com 

www.Trandon.com 

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