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Automotive Finance / Business Manager Top finance position for qualified candidate with a proven track record in the automotive industry. Commission, salary and excellent benefits package. Job Purpose: Provides insurance and financing services to automotive customers by verifying sales information; determining need for financing; evaluating customer creditworthiness; preparing financing and legal documents; selling products and services; maintaining rapport with customers. Duties: * Determines desire/need for automobile financing by interviewing customer; exploring payment options. * Verifies automobile purchase information by reviewing sales contract data; conferring with sales department; making adjustments as needed. * Determines customer creditworthiness by studying customer credit application; obtaining credit reports; analyzing information; comparing customer evaluation to organization standards; searching for lenders in information system; forwarding applications to lenders; conferring with loan underwriters and loan processors; obtaining stipulations when required; approves or rejects loan. * Confirms automobile sales contract information by disclosing data, provisions, finance charges, and interest rates to customer; ensuring understanding of content. * Sells products and services by reviewing desire/need for automobile insurance, credit insurance, extended warranties, anti-theft devices, appearance protection packages, etc.; explaining options, provisions, and premiums. * Maintains dealership reputation by building and maintaining customer rapport; answering questions; providing information; resolving discrepancies and dissatisfactions; maintaining a satisfactory Customer Satisfaction Index; complying with federal, state, and local regulations; helping others comply. * Maintains customer confidence and organization stability by keeping information confidential; helping others comply. Qualifications: Minimum of 2+ years in the Automotive Industry as an F&I Manager Demonstrated Automotive Managerial Skills Excellent communication and problem solving skills Strong attention to detail Excellent follow-through skills Highly skilled in selling; specifically automotive F&I related products & services

The role will be responsible for successful implementation of financial reporting, strategic planning, budgeting, forecasting and analysis of revenue and KPIs. The position reports to Manager, Financial Planning and Analysis and has frequent interactions with LexisNexis business units to provide analytical support and help business stakeholders make informed decision to drive improved business performance. Accountabilities: Prepare timely and accurate month-end financial results reporting for revenues and KPIs from source databases Collaborate with other teams to assist in completion of monthly financial results and KPI reporting Provide financial reports for segments and product lines, proactively investigate performance through analytics, identify and communicate trends and variances with expected results Develop and manage revenue and KPIs forecasting and budgeting models to support business in identifying risks and tackling new opportunities Support in preparation of strategic planning, budgeting, forecasts and month end results presentation material Collate and investigate data to identify and determine trends and assess outcomes of sales and marketing growth initiatives to support the business assumptions for sales and revenue Build and sustain a robust knowledge of financial processes, revenue drivers, metrics and dynamics across couple of areas including: Subscription based business, B2B, Online, Segments, Content Respond to ad hoc requests for analytics to provide support for product profitability, business case preparation and investigation into financial performance Load data to planning tools and finalize the Hyperion submission Develop excellent relations and maintain regular contact with assigned Business Unit team(s) Promote teamwork and a collaborative environment across the Finance function and within the Company Qualifications: Undergraduate degree in Finance, Accounting or Business with Finance concentration, CPA/CMA/MBA preferred. Knowledge of financial and management accounting, process and systems5 years of previous experience in a Senior Financial Analyst role. Understanding of the revenue or cost metrics and reporting working in a global organization (preferred) Financial skills: technical analytical skills including trend, variance and profitability analysis Business skills: Robust knowledge of financial processes, revenue drivers and dynamics for two or more businesses/industries including Online & Content with multiple product/service lines and multiple segmentsSystem knowledge: BI, Excel (advanced level), Hyperion (preferred), Peoplesoft, fulfilment systems. Understanding of BI data structures and functionalities Collaborative team player, energetic with positive attitude, drives change and continuous improvement, results orientedExcellent communication, analytical and organizational skills. Work well under pressure, able to manage multiple tasks and prioritiesExperience of achieving results in an international environment, in a centralized function working through regular interactions by email, phone or video conference with appreciation of differences in culture, time zones and legal frameworks (preferred)

ClearPath Lending is seeking a Senior Loan Processor become a part of our rapidly growing team! $2500 signing bonus paid out after 30 days of employment. Remaining $2,500 bonus paid out after 60 days. Respected By The Industry, Recommended By Our Customers. ClearPath Lending is a residential mortgage lending company which specializes in VA, FHA, & Conventional loan products. Since our inception in 2012, we have been instrumental in helping thousands of homeowners and veterans reach their financial goals. Position: Senior Loan Processor Position Type: Full Time Location: Irvine, CA Position Summary: The Senior Loan Processor will work with the Senior Loan Officer and the Borrower to complete the mortgage loan transaction. General duties involve collecting and confirming employment and financial data. Processor will ensure all information on necessary forms are completed and follow all compliance guidelines before the file is moved to the next stage of the process. Responsibilities and Duties: Key responsibilities will be mastering the Encompass portal as well as all investor websites. Ensuring that closed loan files and collateral documents are delivered to clients within required timelines. Maintaining a pipeline of an average of 100 loans. Coordinates loan deliveries with a focus on compliance with company and investor policies. Follow up requests with a focus on aging loans from title companies to retrieve copies of missing documentation per investor request. Handles telephone calls from internal and external customers discussing specific post-closing issues as directed by manager. Pursue all missing documents and correction of any inaccurate documentation. This requires a proactive stance in pursuing said documents from within the company, third parties and borrowers. Responsible for updating Encompass systems with any new and or updated exceptions as well as the Post-Closing Notes with the same information. Other duties as assigned. Qualifications and Skills: Excellent computer skills with proficiency in MS Word, Office, Excel and Outlook. Excellent verbal and written communication skills. Ability to work and operate within a professional office environment Ability to work in a fast paced, highly demanding environment. Must be able to work overtime as needed. Must possess good judgment and problem solving skills. High level of Integrity, adapts well to change, resourceful and a self-starter. Ability to understand and strictly adhere to state and federal mortgage lending regulations. Graduation from high school or equivalent (GED) Experience: 2+ years CURRENT loan processing experience. Knowledge of Encompass is required.

Who We Are For more than 80 years, Citadel has steadily grown and offered stability to our customers, community, and employees. Today, Citadel provides banking, investments, and insurance services to more than 200,000 customers. As we continue to expand, we remain committed to providing the very best value to our customers. At over $3 billion in assets, we are one of the Greater Philadelphia area's largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. In 2018, Citadel was ranked number one among all credit unions in Pennsylvania for providing value to our customers by Callahan& Associates, and was named one of the best performing credit unions in the nation by SNL Financial. To learn more, visitCitadelBanking.com. Are you looking for an attractive opportunity to immediately make an impact at a high growth company? Then we have the right role for you at Citadel! We are seeking a VP of Financial Planning& Analysis, this role reports to our CFO and is based in our corporate headquarters in Exton, PA. This individual will lead the Financial Planning and Analysis function for Citadel including supporting all business lines for budgeting and forecasting, product profitability, marketing investment analysis, new product evaluation, and loan loss allowance calculations. Duties and Responsibilities Lead planning/forecasting and analysis functions (FP&A) for all lines of business at Citadel Develop people, processes, and infrastructure to enhance Citadel's FP&A function with exceptional capabilities, process controls, and reporting/analytics that enable informed decision-making Collaborate as a thought-partner for business decision-making with business line leadership teams Own planning/budgeting, periodic forecasting and reporting process. Continuously seek enhancement to tools/spreadsheets and processes to improve accuracy, transparency, and speed in outcomes. Oversee calculations for Allowance for Loan and Lease Losses (ALLL). Lead CECL implementation.- Proactively assess and solve impacts to Balance Sheet and ongoing P/L for business lines Enhance ongoing profitability reporting by product, segment and vintage. Implement enhancements in accuracy, use of ROE vs. ROA based on allocated Capital/Net Worth to each product Create a framework for pro-forma lifetime value (ROI) across existing and potential products, and for ad hoc analyses using vintage level history Provide financial planning and analysis input for Pricing Committee Lead and motivate staff to maximize productivity and performance; assign accountability and provide developmental feedback; recommend opportunities for individual professional growth and development Evaluate, select and manage vendors Qualifications At least 10 years of finance experience including budgeting, reporting, and product-level analysis and projections (M&A experience preferred) At least 3 years of people management experience Knowledge of finance and accounting concepts, techniques, and principles. Experience in a financial institution. Bachelor's degree in Accounting, Finance, Business Administration, or other quantitative field (Advanced studies in finance preferred) You are an ideal candidate if you are... Microsoft Office and Financial modeling and analysis software proficiency Strategic thinker with strong business acumen Excellent analytical abilities Data-driven orientation. Holistic thinker- able to operate hands on with data as well as larger, strategic view. Strong leadership and organizational skills. Ability to prioritize and accomplish multiple, high level projects simultaneously.

We are looking for the right motivated and disciplined sales agent that wants to make a six-figure income working full-time or just some extra cash working part-time. We are taking over the insurance industry with proprietary products and services that gives us a competitive advantage over everyone else.We have an unmatched training program that is completely FREE! We are able to help the new agent or the seasoned agent be successful.You do have to have your Life and Health insurance license. If you do not have one, we have access to the best study course available.We utilize some of the best marketing techniques in the industry to generate WARM leads. There is NO COLD CALLING!THIS A FULL COMMISSION POSITION!! This allows you to earn your true worth and establish your schedule so you can do what is truly important to you.We also offer the ability to build your own agency and establish PASSIVE income!There is a unique profit sharing program in place that has enabled many in the company to be earning $500k-$1M+/yr. This is a program that anyone can achieve with hard work and following the proven system.If you think this sounds like a possible fit, please apply TODAY!Visit our website Financial Group was established with the goal of helping to bring balance to the professional and personal lives of independent insurance agents and agency builders across the country. By focusing on a more balanced distribution of commissions, SFG is truly committed to sharing the wealth of opportunity with you, all while delivering high levels of service and training to our sales force. by Jobble

Professional Search Group is working with a well-established company located in South Orange County, seeking a Financial Controller to become an integral part of our team! You will oversee financial activities and personnel as well as identify areas of improvement to increase efficiency.Role And ResponsibilitiesOversee and coordinate all financial activities and personnelSet controls and budgets to mitigate risk and increase return on investmentsStandardize and maintain a system of accounting records and techniquesConduct internal audits to assess financial statusEnsure compliance with federal and state regulationsServe as primary contact for external auditorsEducation And ExperienceBachelor's Degree in Finance/Accounting or related fieldCPA preferred7-10 previous experience in accounting management or other related fieldsFundamental knowledge of US GAAPStrong leadership qualitiesStrong analytical and critical thinking skillsExcellent written and verbal communication skillsDeadline and detail-orientedInterested? Please call PSG or email or danielle.thomas.us-psg.com by Jobble

We are seeking a Financial Services - Sales Representative - Work Remotely to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ability to work for yourself, not by yourself. You have a coach, not a boss!We OfferUncapped EarningsMentorshipOngoing TrainingSupportReward TripsLeadership TrainingsExtreme FlexibilityCapability to Work RemotelyPart and Full-TimeNon-Captive EnvironmentResponsibilitiesHandle customer inquiriesProvide information about the products and servicesTroubleshoot and resolve product issues and concernsDevelop and maintain a knowledge base of the evolving products and servicesQualificationsPrevious experience in customer service, sales, or other related fieldsAbility to build rapport with clientsAbility to prioritize and multitaskPositive and professional demeanorExcellent written and verbal communication skillsLearn As You EarnApprentice / Mentor training modelBecome a leader / Attend national conferencesTraining Sessions / 48 weeks per yearWorld wide / All expenses paid / Incentive tripsAdditional InformationAverage Annual Income:*Part-Time Associates = $15K - $40K* Full-Time Associates = $60,000* Top 10% Associates = $225,000Commission based:5 Rings Financial is not Multi-Level Marketing, a Franchise Opportunity nor a Business Opportunity5 Rings Financial is a Financial Services Firm with our National Headquarters based in Littleton, Colorado with representation in 44 states. We are a brokerage agency that represents multiple financial institutions and our associates are all independent contractors.Apply Now!!About FIVE RINGS FINANCIALWe have one simple, yet groundbreaking objective: to educate Americans about how money works. The cornerstone of our educational effort lies in the belief that teaching people about their money is more important than telling people what to do with their money.We have a proven model for building successful business owners. For more than three decades, we have recruited and trained thousands of associates, and have positively impacted the financial direction of over 500,000 middle-American households across all 50 states.We are an innovative and fun organization who also happens to be THE fastest-growing financial services company in the industry!In America, we go to school for 12-16 years to learn reading, writing, and arithmetic; but we never learn about 'How Money Works'!For 36 years, Five Rings Financial has been teaching Americans how to 'refinance their finances', find hidden savings, and then apply strategies to create guaranteed growth and preservation of wealth. We specialize in 401(k) and IRA rollovers, building private pensions, and protecting our client's from the financial expenses of major illness. We build retirement accounts that GUARANTEE our clients will not lose money but receive an average of 6-7% per year.Five Rings started 15 years ago in Colorado, and is now operating in 44 states. We have grown from a $20M sales organization in 2012, to $40M in 2016, to $55M in 2018 and are looking to hit $100M by 2020.Do you like people? Do you like helping people? We are looking for self-motivated individuals, who have a service mentality for our clients. You should enjoy working in teams, have positive energy, and possess intellectual humility. You can build a part-time or full-time career. Be a sales associate or build an agency. Help us revolutionize personal finance in America! by Jobble

Compensation: Commission Based - $100K to 120K+ Possible in First Year PLEASE CALL FOR A SHORT PHONE INTERVIEW - Penny Blackmon PLEASE DO NOT SEND A TEXTFull and part-time positions available (international positions are not available)I am looking for a motivated field underwriter in the area. You are:Passionate About Helping Othersdesiring a work/life balancea team player and a strong leaderwilling to learn and apply new skills for this sales opportunity.Each week our company mails thousands of letters to people who just bought or refinanced a home in your area. Our letter clearly states that the client may qualify for a non-medical, mortgage protection product. We will pay off the mortgage in the event of their death or even make the mortgage payments in case of a disability or critical illness. Clients interested in our product will personally fill out our questionnaire and then mail it back to us.I am looking for the right individual who will take the returned letters, call the homeowner and set up an appointment to sit down with them at their home for about 45 minutes and help them pick out the best mortgage protection plan that fits their budget.Absolutely, no cold-calling! Typically, commission is about $550.00 per family you protect. The average full-time underwriter will sell between 4 to 7 mortgage protection plans a week. You will be contacting qualified buyers!Additionally, our company offers Fixed Indexed Annuities and Indexed Universal Life Policies for clients wanting to protect and grow their retirement savings. Our training is comprehensive and you will be mentored every step of the way.I'm looking for an entrepreneur, the goal based individual who wants to build their own agency. If you are willing to devote yourself to developing the leadership skills necessary as a manager, your income potential for this position is unlimited. Many of our managers have a passive income and will have it for life.You are required to obtain and maintain a state life insurance license. This normally takes about two weeks.To view an overview of our company and this position go to is a commission only position.If you meet the above requirements, please apply. Be prepared to tell me about yourself and what is it about this position that interests you most. I look forward to speaking with you.Penny BlackmonRecruiting ManagerSymmetry Financial Group has a proven system to help you achieve your financial goals, whether you would like to be a Top Producer in the company or the next Business Owner. Our focus is on self development to help you become a better Leader to create a highly profitable business. It is our goal to see you succeed and you will be mentored and trained every step of the way regardless of experience level. by Jobble

We are seeking a Financial Services - Sales Representative - Work Remotely to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ability to work for yourself, not by yourself. You have a coach, not a boss!We OfferUncapped EarningsMentorshipOngoing TrainingSupportReward TripsLeadership TrainingsExtreme FlexibilityCapability to Work RemotelyPart and Full-TimeNon-Captive EnvironmentResponsibilitiesHandle customer inquiriesProvide information about the products and servicesTroubleshoot and resolve product issues and concernsDevelop and maintain a knowledge base of the evolving products and servicesQualificationsPrevious experience in customer service, sales, or other related fieldsAbility to build rapport with clientsAbility to prioritize and multitaskPositive and professional demeanorExcellent written and verbal communication skillsLearn As You EarnApprentice / Mentor training modelBecome a leader / Attend national conferencesTraining Sessions / 48 weeks per yearWorld wide / All expenses paid / Incentive tripsAdditional InformationAverage Annual Income:*Part-Time Associates = $15K - $40K* Full-Time Associates = $60,000* Top 10% Associates = $225,000Commission based:5 Rings Financial is not Multi-Level Marketing, a Franchise Opportunity nor a Business Opportunity5 Rings Financial is a Financial Services Firm with our National Headquarters based in Littleton, Colorado with representation in 44 states. We are a brokerage agency that represents multiple financial institutions and our associates are all independent contractors.Apply Now!!About FIVE RINGS FINANCIALWe have one simple, yet groundbreaking objective: to educate Americans about how money works. The cornerstone of our educational effort lies in the belief that teaching people about their money is more important than telling people what to do with their money.We have a proven model for building successful business owners. For more than three decades, we have recruited and trained thousands of associates, and have positively impacted the financial direction of over 500,000 middle-American households across all 50 states.We are an innovative and fun organization who also happens to be THE fastest-growing financial services company in the industry!In America, we go to school for 12-16 years to learn reading, writing, and arithmetic; but we never learn about 'How Money Works'!For 36 years, Five Rings Financial has been teaching Americans how to 'refinance their finances', find hidden savings, and then apply strategies to create guaranteed growth and preservation of wealth. We specialize in 401(k) and IRA rollovers, building private pensions, and protecting our client's from the financial expenses of major illness. We build retirement accounts that GUARANTEE our clients will not lose money but receive an average of 6-7% per year.Five Rings started 15 years ago in Colorado, and is now operating in 44 states. We have grown from a $20M sales organization in 2012, to $40M in 2016, to $55M in 2018 and are looking to hit $100M by 2020.Do you like people? Do you like helping people? We are looking for self-motivated individuals, who have a service mentality for our clients. You should enjoy working in teams, have positive energy, and possess intellectual humility. You can build a part-time or full-time career. Be a sales associate or build an agency. Help us revolutionize personal finance in America! by Jobble

We are seeking a Financial Services - Sales Representative - Work Remotely to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ability to work for yourself, not by yourself. You have a coach, not a boss!We OfferUncapped EarningsMentorshipOngoing TrainingSupportReward TripsLeadership TrainingsExtreme FlexibilityCapability to Work RemotelyPart and Full-TimeNon-Captive EnvironmentResponsibilitiesHandle customer inquiriesProvide information about the products and servicesTroubleshoot and resolve product issues and concernsDevelop and maintain a knowledge base of the evolving products and servicesQualificationsPrevious experience in customer service, sales, or other related fieldsAbility to build rapport with clientsAbility to prioritize and multitaskPositive and professional demeanorExcellent written and verbal communication skillsLearn As You EarnApprentice / Mentor training modelBecome a leader / Attend national conferencesTraining Sessions / 48 weeks per yearWorld wide / All expenses paid / Incentive tripsAdditional InformationAverage Annual Income:*Part-Time Associates = $15K - $40K* Full-Time Associates = $60,000* Top 10% Associates = $225,000Commission based:5 Rings Financial is not Multi-Level Marketing, a Franchise Opportunity nor a Business Opportunity5 Rings Financial is a Financial Services Firm with our National Headquarters based in Littleton, Colorado with representation in 44 states. We are a brokerage agency that represents multiple financial institutions and our associates are all independent contractors.Apply Now!!About FIVE RINGS FINANCIALWe have one simple, yet groundbreaking objective: to educate Americans about how money works. The cornerstone of our educational effort lies in the belief that teaching people about their money is more important than telling people what to do with their money.We have a proven model for building successful business owners. For more than three decades, we have recruited and trained thousands of associates, and have positively impacted the financial direction of over 500,000 middle-American households across all 50 states.We are an innovative and fun organization who also happens to be THE fastest-growing financial services company in the industry!In America, we go to school for 12-16 years to learn reading, writing, and arithmetic; but we never learn about 'How Money Works'!For 36 years, Five Rings Financial has been teaching Americans how to 'refinance their finances', find hidden savings, and then apply strategies to create guaranteed growth and preservation of wealth. We specialize in 401(k) and IRA rollovers, building private pensions, and protecting our client's from the financial expenses of major illness. We build retirement accounts that GUARANTEE our clients will not lose money but receive an average of 6-7% per year.Five Rings started 15 years ago in Colorado, and is now operating in 44 states. We have grown from a $20M sales organization in 2012, to $40M in 2016, to $55M in 2018 and are looking to hit $100M by 2020.Do you like people? Do you like helping people? We are looking for self-motivated individuals, who have a service mentality for our clients. You should enjoy working in teams, have positive energy, and possess intellectual humility. You can build a part-time or full-time career. Be a sales associate or build an agency. Help us revolutionize personal finance in America! by Jobble

Want to work for a company who truly values their employees? So much so that we've recently won Best Places to Work from Florida Trend Magazine, the Credit Union Journal, the Orlando Sentinel and the Orlando Business Journal!!Welcome to FAIRWINDS Credit Union! We continue to be the one of the best companies to work for, simply because we hire the best and most passionate talent. We are proud to promote employees from within and provide a positive work/life balance.Mortgage Loan Originator - TampaWe are currently seeking experienced Mortgage Loan Originators in the greater Tampa market. Applicants must reside in and have a minimum of 2 years' experience in the Tampa market.The Mortgage Loan Originator prospects new residential mortgage lending opportunities for FAIRWINDS, originates quality loans by matching Credit Union loan products, prices, and services to meet the needs of the membership. In this outside, business development role, you will continually identify, develop and maintain a quality network of relationships that serve as a recurring source of referrals for new mortgage lending opportunities. Your network may consist of real estate professionals, builders, professional and personal contacts, as well as other valuable referral sources. The successful candidate possesses a proven track record as a self-starter and sales leader continuously exceeding goals on an annual basis.What will I be doing in this role?Identify potential borrower referral sources and develop a referral network through marketing, phone calls, prospecting, and networking activities.Create product/features and benefits presentations, solicits opportunities to deliver to audiences of 10+.Plan and participate in community efforts to promote home ownership.Create and contribute to real estate business development activities of the Credit Union through Title Company/Realtor/Builder/Community relationships.Actively markets Credit Union's real estate loan programs to realtors by soliciting Realtors for referrals through attendance at their sales meetings, luncheons, and open houses.Providing off-site origination and Credit Approval/Pre-Approval services of mortgage loans, as necessary.Education & ExperienceAssociate's degree and 2+ years of mortgage loan origination experience OR 4+ years' mortgage loan origination experience is requiredFAIRWINDS is proud to offer crewmembers a competitive compensation and benefits package including:Medical, Dental and Vision Insurance benefitsGenerous 401K - 6% match!!Life and Disability InsuranceVacation and Holiday PayTuition ReimbursementWellness Reimbursement - use your unused sick time to pay for your gym membership!!It doesn't take long to see and experience the difference of banking with FAIRWINDS. What's so different? FAIRWINDS is banking that's in your best interest. Every recommendation, rate, account and service is designed for your benefit and not our bottom line. It's called Member Advocacy and it's all for you. With that kind of commitment to your satisfaction, it's hard to see why everyone doesn't do their banking with us. by Jobble

We are looking for the right motivated and disciplined sales agent that wants to make a six-figure income working full-time or just some extra cash working part-time. We are taking over the insurance industry with proprietary products and services that gives us a competitive advantage over everyone else.We have an unmatched training program that is completely FREE! We are able to help the new agent or the seasoned agent be successful.You do have to have your Life and Health insurance license. If you do not have one, we have access to the best study course available.We utilize some of the best marketing techniques in the industry to generate WARM leads. There is NO COLD CALLING!THIS A FULL COMMISSION POSITION!! This allows you to earn your true worth and establish your schedule so you can do what is truly important to you.We also offer the ability to build your own agency and establish PASSIVE income!There is a unique profit sharing program in place that has enabled many in the company to be earning $500k-$1M+/yr. This is a program that anyone can achieve with hard work and following the proven system.If you think this sounds like a possible fit, please apply TODAY!Visit our website Financial Group was established with the goal of helping to bring balance to the professional and personal lives of independent insurance agents and agency builders across the country. By focusing on a more balanced distribution of commissions, SFG is truly committed to sharing the wealth of opportunity with you, all while delivering high levels of service and training to our sales force. by Jobble

Do you want to help clients simplify their lives and achieve financial security? Cherry Tree Wealth Management, located in Minnetonka, is an energetic, collaborative and client service focused team. Our clients come first. We expect top performance and a can-do attitude from our team members. You can learn more about our company at under the wealth management tab. About the JobWe are looking to hire an experienced investment advisor to help serve our existing clients. We seek a professional person who is well organized, takes initiative, is detail-oriented, and a desire to grow in responsibilities, duties and client accounts. We are looking for an individual who is adaptable, self-directed, outgoing, team-oriented, and provides excellent customer service. Job Requirements/Skills:· Ability to communicate with co-workers, clients and various business contacts in a courteous, nice, friendly, outgoing, and professional manner. Must be a team player, and have good customer service oriented skills and personality.· Excellent verbal and written communication skills.· Ability to investigate and research situations. · Is proactive, takes initiative, learns quickly. Pattern of achievement and success.· Experience using Microsoft Office Suite (Outlook, Word, Excel, Powerpoint).· Experience using Junxure CRM and Portfolio Center software a plus (but not required).· Previous investment advisor/financial planning experience of 5-20 years.· College degree, preferably in business, accounting, or finance.· Has passed the Series 65 investment advisor exam.· Currently has (or is working towards) the CFP designation.· Excellent at doing analysis on funds, portfolios, clients, prospects, financial planning, client preparations, client final presentations, investment policy statements, 401K analysis and recommendations, investment policy drift analysis, trading, etc.· Networking, looking for ways to get more assets from existing clients, referrals, adding people to our investment letter list. Proactively contacts clients and prospects, and reacts independently and professionally to client requests and needs. Focused on delivering great customer service.· Has a passion for the business, investments, and our philosophy. Understands what we do.· Outgoing personality. Friendly. Networked.· Ability to handle 40-75 client (family) relationships simultaneously as the primary advisor or backup advisor. Job Responsibilities (include but are not limited to the following) · Responsible for 40-75 client family relationships as the primary or backup advisor.· Research and respond to general or specific customer inquiries.Communicate with clients in a manner that will maintain good customer relations and provide excellent customer service. Take advantage of every possible excuse to contact a client. Proactive and regular client communication.Get to know your clients well. Develop deep relationships with clients. Make your clients your friends. Enjoy helping people and communicating with people.Learn our investment strategy and style, and be able to describe it well to clients and prospects.Do financial planning for clients. Help them build a plan to confidently reach their goals.Manage your client portfolios using our investment strategy and style, and manage them to keep the client portfolios consistent with their investment policy statement (IPS) guidelines.Keep track of your client communications using our client service model.Be a team player. Help others on the team when needed. Network and serve your clients well so you are able to bring additional clients and assets to our firm through referrals, etc.CompensationThe compensation will be competitive and match the job description and the candidate's skills and experience. Contact us: Interested candidates should send a resume and cover letter to Keith Tufte. by Jobble

We are looking for the right motivated and disciplined sales agent that wants to make a six-figure income working full-time or just some extra cash working part-time. We are taking over the insurance industry with proprietary products and services that gives us a competitive advantage over everyone else.We have an unmatched training program that is completely FREE! We are able to help the new agent or the seasoned agent be successful.You do have to have your Life and Health insurance license. If you do not have one, we have access to the best study course available.We utilize some of the best marketing techniques in the industry to generate WARM leads. There is NO COLD CALLING!THIS A FULL COMMISSION POSITION!! This allows you to earn your true worth and establish your schedule so you can do what is truly important to you.We also offer the ability to build your own agency and establish PASSIVE income!There is a unique profit sharing program in place that has enabled many in the company to be earning $500k-$1M+/yr. This is a program that anyone can achieve with hard work and following the proven system.If you think this sounds like a possible fit, please apply TODAY!Visit our website Financial Group was established with the goal of helping to bring balance to the professional and personal lives of independent insurance agents and agency builders across the country. By focusing on a more balanced distribution of commissions, SFG is truly committed to sharing the wealth of opportunity with you, all while delivering high levels of service and training to our sales force. by Jobble

We are seeking a Marketing Representative - Financial Services - Work Remotely to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ability to work for yourself, not by yourself. You have a coach, not a boss!We OfferUncapped EarningsMentorshipOngoing TrainingSupportReward TripsLeadership TrainingsExtreme FlexibilityCapability to Work RemotelyPart and Full-TimeNon-Captive EnvironmentResponsibilitiesHandle customer inquiriesProvide information about the products and servicesTroubleshoot and resolve product issues and concernsDevelop and maintain a knowledge base of the evolving products and servicesQualificationsPrevious experience in customer service, sales, or other related fieldsAbility to build rapport with clientsAbility to prioritize and multitaskPositive and professional demeanorExcellent written and verbal communication skillsLearn As You EarnApprentice / Mentor training modelBecome a leader / Attend national conferencesTraining Sessions / 48 weeks per yearWorld wide / All expenses paid / Incentive tripsAdditional InformationAverage Annual Income:*Part-Time Associates = $15K - $40K* Full-Time Associates = $60,000* Top 10% Associates = $225,000Commission based:5 Rings Financial is not Multi-Level Marketing, a Franchise Opportunity nor a Business Opportunity5 Rings Financial is a Financial Services Firm with our National Headquarters based in Littleton, Colorado with representation in 44 states. We are a brokerage agency that represents multiple financial institutions and our associates are all independent contractors.Apply Now!!About FIVE RINGS FINANCIALWe have one simple, yet groundbreaking objective: to educate Americans about how money works. The cornerstone of our educational effort lies in the belief that teaching people about their money is more important than telling people what to do with their money.We have a proven model for building successful business owners. For more than three decades, we have recruited and trained thousands of associates, and have positively impacted the financial direction of over 500,000 middle-American households across all 50 states.We are an innovative and fun organization who also happens to be THE fastest-growing financial services company in the industry!In America, we go to school for 12-16 years to learn reading, writing, and arithmetic; but we never learn about 'How Money Works'!For 36 years, Five Rings Financial has been teaching Americans how to 'refinance their finances', find hidden savings, and then apply strategies to create guaranteed growth and preservation of wealth. We specialize in 401(k) and IRA rollovers, building private pensions, and protecting our client's from the financial expenses of major illness. We build retirement accounts that GUARANTEE our clients will not lose money but receive an average of 6-7% per year.Five Rings started 15 years ago in Colorado, and is now operating in 44 states. We have grown from a $20M sales organization in 2012, to $40M in 2016, to $55M in 2018 and are looking to hit $100M by 2020.Do you like people? Do you like helping people? We are looking for self-motivated individuals, who have a service mentality for our clients. You should enjoy working in teams, have positive energy, and possess intellectual humility. You can build a part-time or full-time career. Be a sales associate or build an agency. Help us revolutionize personal finance in America! by Jobble

We are seeking a Financial Services - Sales Representative - Work Remotely to join our team! This is not a corporate job, you have the freedom to work a schedule that fits your life. The ability to work for yourself, not by yourself. You have a coach, not a boss!We OfferUncapped EarningsMentorshipOngoing TrainingSupportReward TripsLeadership TrainingsExtreme FlexibilityCapability to Work RemotelyPart and Full-TimeNon-Captive EnvironmentResponsibilitiesHandle customer inquiriesProvide information about the products and servicesTroubleshoot and resolve product issues and concernsDevelop and maintain a knowledge base of the evolving products and servicesQualificationsPrevious experience in customer service, sales, or other related fieldsAbility to build rapport with clientsAbility to prioritize and multitaskPositive and professional demeanorExcellent written and verbal communication skillsLearn As You EarnApprentice / Mentor training modelBecome a leader / Attend national conferencesTraining Sessions / 48 weeks per yearWorld wide / All expenses paid / Incentive tripsAdditional InformationAverage Annual Income:*Part-Time Associates = $15K - $40K* Full-Time Associates = $60,000* Top 10% Associates = $225,000Commission based:5 Rings Financial is not Multi-Level Marketing, a Franchise Opportunity nor a Business Opportunity5 Rings Financial is a Financial Services Firm with our National Headquarters based in Littleton, Colorado with representation in 44 states. We are a brokerage agency that represents multiple financial institutions and our associates are all independent contractors.Apply Now!!About FIVE RINGS FINANCIALWe have one simple, yet groundbreaking objective: to educate Americans about how money works. The cornerstone of our educational effort lies in the belief that teaching people about their money is more important than telling people what to do with their money.We have a proven model for building successful business owners. For more than three decades, we have recruited and trained thousands of associates, and have positively impacted the financial direction of over 500,000 middle-American households across all 50 states.We are an innovative and fun organization who also happens to be THE fastest-growing financial services company in the industry!In America, we go to school for 12-16 years to learn reading, writing, and arithmetic; but we never learn about 'How Money Works'!For 36 years, Five Rings Financial has been teaching Americans how to 'refinance their finances', find hidden savings, and then apply strategies to create guaranteed growth and preservation of wealth. We specialize in 401(k) and IRA rollovers, building private pensions, and protecting our client's from the financial expenses of major illness. We build retirement accounts that GUARANTEE our clients will not lose money but receive an average of 6-7% per year.Five Rings started 15 years ago in Colorado, and is now operating in 44 states. We have grown from a $20M sales organization in 2012, to $40M in 2016, to $55M in 2018 and are looking to hit $100M by 2020.Do you like people? Do you like helping people? We are looking for self-motivated individuals, who have a service mentality for our clients. You should enjoy working in teams, have positive energy, and possess intellectual humility. You can build a part-time or full-time career. Be a sales associate or build an agency. Help us revolutionize personal finance in America! by Jobble

We are looking for the right motivated and disciplined sales agent that wants to make a six-figure income working full-time or just some extra cash working part-time. We are taking over the insurance industry with proprietary products and services that gives us a competitive advantage over everyone else.We have an unmatched training program that is completely FREE! We are able to help the new agent or the seasoned agent be successful.You do have to have your Life and Health insurance license. If you do not have one, we have access to the best study course available.We utilize some of the best marketing techniques in the industry to generate WARM leads. There is NO COLD CALLING!THIS A FULL COMMISSION POSITION!! This allows you to earn your true worth and establish your schedule so you can do what is truly important to you.We also offer the ability to build your own agency and establish PASSIVE income!There is a unique profit sharing program in place that has enabled many in the company to be earning $500k-$1M+/yr. This is a program that anyone can achieve with hard work and following the proven system.If you think this sounds like a possible fit, please apply TODAY!Visit our website Financial Group was established with the goal of helping to bring balance to the professional and personal lives of independent insurance agents and agency builders across the country. By focusing on a more balanced distribution of commissions, SFG is truly committed to sharing the wealth of opportunity with you, all while delivering high levels of service and training to our sales force. by Jobble

Attention all candidates.IF YOU'VE BEEN WAITING FOR AN OPPORTUNITY TO ADVANCE IN YOUR FINANCIAL LIFE,This Is What Opportunity Looks Like.Hiring ImmediatelyMortgage Protection/Final ExpenseInsurance SalesEquis FinancialCompensation$35,000 to $50,000 part-time/ $80,000+ full time. Part-timers typically like to keep their day jobs while they get started and quit their day jobs when they ramp up. Once you reach manager position, $250,000+ is not uncommon.Full-Time or Part-TimeIf you have your state life insurance license, you can start immediately. There are no cold calls.Work from a home office with access to warm leads. Meet face to face with homeownerswho have already requested information on mortgage protection. Once you schedule anappointment with them you will provide an overview of the various types of plans theyare eligible for and assist them in choosing a plan that fits their goals and budget.LeadsLetters go out to the homeowners who have recently purchased or refinancedtheir home. They will respond by mail or through the internet. Agentscontact those homeowners who have requested information and have provided us withtheir phone numbers.COMMISSIONSMortgage Protection and Final Expense product commission ranges from70-120%. An average sale has a commission of $600 initially, with about another $200 later in the year. 5 sales weekly is not difficult to achieve for most full-timers.TRAININGAvailable online, Pre-licensing course is offered at a greatly discounted rateto those trying to obtain a license. Agent Support Hotline available 24 hrsIf you are motivated and would like the flexibility of working from a home office, pleasecontact me to set up a time to discuss this incredible opportunity. Please reply withan email address and phone numberAbout Equis FinancialWe are an Independent Marketing Organization that represents several 'A' rated insurancecompanies. Our goal is to find motivated individuals to join our team selling life insuranceproducts. You will get the best compensation and training in the industry!For further details, please watch this video by copying and pasting in your browser.Part-time: : AGAIN, THIS IS WHAT OPPORTUNITY LOOKS LIKE. IT'S UP TO YOU TO RECOGNIZE IT. AND ACT UPON IT by Jobble

Apex Capital is a real estate private equity firm focused on providing dependable cash flow and equity upside to its clients. Apex, together with its foreign owned parent, has invested over $650 million in US commercial real estate over the past seven years. The firm has acquired multifamily, industrial, office, and hotel assets throughout the country. Apex is seeking a detail oriented, hands-on, Accounting Manager/Controller. This role will report directly to senior management of the company and be responsible for all aspects of corporate and property accounting. This is an excellent opportunity for a motivated individual to be a part of a dynamic and growing company. This role will be located in center city Philadelphia. Duties and Responsibilities Prepare all corporate financial reports for the company;Prepare monthly, quarterly and annual property level financial reports;Cash management including funding and ongoing maintenance of common cash account, reserves and escrowsPreparation and analysis of property cash flows;Manage Accounts Payable process;Timely, accurate bank reconciliations;Reconcile general ledger accounts;Manage all intercompany payables and receivables;Assist in budget preparation for the firm;Oversee preparation of tax returns and audits;Establish accounting and compliance policies for firm;Build out accounting and finance team as the firm grows; RequirementsApplicant must demonstrate a strong understanding of real estate accounting fundamentals with at least seven years of prior experience in real estate accounting. The candidate must be a self-starter with a strong desire to work hard and contribute in a small entrepreneurial work environment. Specific requirements include:B.S. Accounting with 7 years' experience in property accountingCertified Public Accountant certification or equivalent public accounting experience preferred;Demonstrated knowledge of real estate accounting practices and proceduresSolid understanding of US GAAP, internal controls, managing close and reporting processesHighly organized with attention to detail and accuracyTeam player with strong interpersonal, verbal and written communication skillsAbility to work autonomously, be proactive, multi-task and work in a lean group while also being able to work collaboratively across departments by Jobble

At Strategic Wealth Design, we are looking for talented people who want to be a part of a small but growing team while helping clients achieve their financial goals. Strategic Wealth Design is a wealth management, insurance and estate services firm located in Las Vegas, Nevada with clients in several cities around the United States. Responsibilities:Retirement Plans - Manage relationships with our retirement plan clients. Meet with them on a quarterly, semi-annual, or annual basis to conduct trustee meetings. The individual will also be responsible to conduct employee education sessions on the benefits of retirement plans and retirement savings. Wealth Management - Manage relationships with our wealth management clients, conduct regular reviews and be an advocate for our clients to achieve their financial goals. The individual will help clients implement and monitor financial strategies.Sales - Some sales will be required to grow the retirement plan and wealth management divisions of the firm. The individual will focus primarily on developing strategies for obtaining referrals and introductions from existing clients. Education, Skills and Experience Required:Have a strong work ethic, be organized and have love for processes and systems.Have a desire to help others manage and achieve financial security.Be a team player and have experience working within a team.Have strong communication skills and be comfortable presenting in front of small groups. Have strong interpersonal and relationship building skills.Must know basic computer skills.Have a high level of integrity and ethicsBe self motivated and committed to achieve goals and results. Be willing to obtain industry designations and continuously developing yourself professionally. Have or will obtain a Series 7 and Series 66 as well as State Life and Health Licenses Compensation: Base Salary + Bonus Potential by Jobble