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Position Offered #100722.1
Date Posted: July 22, 2010
Financial
Advisor
Nevada State Investment Services is seeking a Financial
Advisor, with strong communication and sales skills, to join their team of
advisors in providing customer-focused investment advice to new and established
retail clients. This is a unique opportunity to regularly get in front of
customers and provide a wide variety of advisory services that best fit their
individual needs.
- Excellent sales & relationship
management skills.
- In-depth knowledge of investment
principles, financial markets, and economics.
- Profile clients to determine
investment goals and objectives.
- Provide advice and recommend
appropriate investment advisory solutions.
- Cultivate and maintain client
relationships within assigned territory.
- Actively involved in new business
development within assigned territory.
- Conduct client events and
seminars.
- Attend and present at affiliate
bank meetings and training sessions.
- Respond to client inquiries in an
efficient and timely manner.
- Other duties as required.
Qualifications:
- Bachelor's degree
- 2-6 years of directly related
experience in the financial services industry with a customer service focus
- Successful track record of
investment advisory sales
- Extensive knowledge of investment
and advisory services
- Extensive knowledge of sales and
closing process
- Proven ability to create
relationships, retain clients and present financial information in a clear
and concise manner
- Ability to work effectively in a
team environment
- Strong oral and written
communication skills
- Excellent listening skills
- Exceptional analytical skills
- Banking experience preferred
- Series 7, 63, and 65
registrations required
Applicants can submit their resume to
trina.eyring@zionsbancorp.com
Additional information available at
www.zionsbancorporation.com . Click on Careers and enter job number 3273
Position Sought #100705.1
Date Posted: July 5, 2010
Seeking a financial planning or financial
analyst related position. Versatile employee with strong analytical, financial,
technical skills and a passion for numbers and people.
Reply to
admin@fpanv.org with #100705.1 in the subject line.
Position Sought #100608.1
Date Posted: June 8, 2010
Experienced CFP®
designee with over 15+ years in commercial banking, commercial lending and
private banking is seeking a position with a fee-only financial planning firm
here in Las Vegas area. Ideal firm would be a firm that has clients pay a
retainer for advice and planning services vs. a firm that sells products for a
fee.
Candidate would be open for part time,
contractual or full time and compensation based on # of client's advised in a
given period. Impressive professional background, education, credentials and
numerous references available.
Reply to
admin@fpanv.org with #100608.1 in the subject line.
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