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Demonstrates proficiency in initiating the client credit application process through high-impact prospect calls, prompt, and complete financial data collection from prospective clients, prepare and present pre-screening credit opportunities with the Director of SBA Lending and Regional Senior Credit Administrator via submission of complete application packages.
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The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Reporting to the Director of Marketing, the Business Development & Inside Sales role, titled Client Development Specialist, is responsible for identifying, nurturing and booking potential prospects to meet with our wealth management team and owning the prospect relationship until they become clients, to help achieve the firm's new client acquisition goals.
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Sell with integrity and appropriately track prospect data to ensure a coordinated and consistent client experience in alignment with FSG culture. Utilize social platforms to generate and promote client engagement.
$110,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Guide qualified prospects onto the next stage of the sales process by booking a further conversation between the prospect and the client Account Executive. Acting as the first touchpoint in any sales cycle, sales development representatives (SDRs) research potential future customers for their company or client.
$42,000 - $78,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Building a network of sales professionals and key client contacts. Industry royalty – Cloudera, Couchbase, Splunk, Symantec, McAfee, Box – and a host of startups rely on memoryBlue’s top sales talent to secure new revenue opportunities, further qualify inbound leads, and scale existing sales teams to grow their business faster.
$50,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Network with hog industry, business and community leaders Prospect for new clients while maintaining and growing current client base. Makes recommendations, as appropriate, for each client.
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Direct the branch team’s daily business development activities through outbound telemarketing, outside prospect & client appointments, in-branch cross-selling, branch/corporate campaigns, targeted direct e-mail and U.S. mail offerings, networking with COIs, community involvement, etc.
$93,100 - $135,900 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events.
$88,400 - $140,400 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
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As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients.
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You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they're on board.
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We make bringing over your existing client base a seamless experience. Existing transferrable client base. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
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CFA or CFP certification. Series 65 or equivalent; clean U4. We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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