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This role drives sales activities for our Institutional Wealth management within the RIA channel throughout the West (OR, WA, CA, AZ, ID, WY). Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation.
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USGS employees are subject to Title 43, USC Section 31(a) and may not: (a) have any personal, private, direct or indirect interest in lands or mineral wealth of lands under survey; (b) have any substantial personal, private, direct or indirect interests in any private mining or mineral enterprise doing business with the United States; or (c) execute surveys or examinations for private parties or corporations.
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Referrals to other lines of business include Retail, Commercial, Payment Services, Treasury, Wealth Management and Home Loan departments. Transactions include processing deposits, loan payments, mortgage payments, credit card payments, escrow payments, cash advances, check cashing, official check purchases, gift card sales, travel card sales, proof transactions and the buying or selling of foreign currency.
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Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity. May be responsible for originating small business loans.
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May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments and counting currency and coin accurately. Attention to detail including verbal and written instructions; maintain confidentiality; effective use of tact and diplomacy as it relates to clients and co-workers; working knowledge and use of a personal computer, Word/Excel software programs and strong 10-key skills preferred.
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The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC.
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We prioritize wellness by offering eligible employees a monthly stipend, toward a fitness club membership or exercise-related classes. Responsible for daily teller transactions in both the lobby and drive-up locations of the branch.
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The Client Services Representative will provide administrative support to Pinion Wealth Management advisors, minimize scheduling issues and conflicts, and ensure efficient day-to-day operations.
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Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.
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