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moneytips
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EncryptedSite is Encrypted
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CountryHosted in United States
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Latitude\Longitude37.751 / -97.822 Google Map
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Traffic rank#191,980 Site Rank
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Site age28 yrs old
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Site Owner informationWhois info
Website is Safe
Site is not blacklisted
Traffic rank
#191,980
#191,980
Site age
28 yrs
28 yrs
Location
United States
United States
Newest job postings for moneytips
via Citizens Bank
posted_at: 27 days agoschedule_type: Full-time
Description
Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.
Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment
Description
Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.
Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.
Private Client Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Private Client Financial Advisors are adept... at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territory - and individual proactive outreach, they are poised to meet and exceed sales goals.
Responsibilities
• Identify client objectives and goals; then monitor progress throughout the financial lifecycle
• Broaden and deepen affluent client relationships in investment, deposit, and lending
• Become a trusted advisor who earns referrals from existing clients
• Engage prospects to promote and sell investment products and services
• Evaluate and analyze client financial information and data
• Use planning and discovery tools to uncover perspective opportunities
• Develop and present suitable solutions to meet client goals
• Partner with other colleagues to implement solutions
Qualifications
• Series 7 and 66 (65 and 63), Life Accident & Health licenses
• CFP or CRC preferred
• Bachelor's degree or equivalent work experience
• 5+ years of industry related experience
• Record of building internal partnerships
• Excellent oral and written communication skills
• Team oriented with a strong work ethic and entrepreneurial spirit
• Experience using financial planning tools
• Familiarity with consumer lending and banking solutions
• Digital literacy and experience
• Experience with investment product referrals and sales
• Knowledgeable of regulatory requirements to ensure a sound control environment
Hours and Work Schedule
• Hours per Week:
• Work Schedule:
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 - $250,000 per year, based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
#LI-Sourcer7
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates Show more details...
Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.
Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.
Private Client Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Private Client Financial Advisors are adept... at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territory - and individual proactive outreach, they are poised to meet and exceed sales goals.
Responsibilities
• Identify client objectives and goals; then monitor progress throughout the financial lifecycle
• Broaden and deepen affluent client relationships in investment, deposit, and lending
• Become a trusted advisor who earns referrals from existing clients
• Engage prospects to promote and sell investment products and services
• Evaluate and analyze client financial information and data
• Use planning and discovery tools to uncover perspective opportunities
• Develop and present suitable solutions to meet client goals
• Partner with other colleagues to implement solutions
Qualifications
• Series 7 and 66 (65 and 63), Life Accident & Health licenses
• CFP or CRC preferred
• Bachelor's degree or equivalent work experience
• 5+ years of industry related experience
• Record of building internal partnerships
• Excellent oral and written communication skills
• Team oriented with a strong work ethic and entrepreneurial spirit
• Experience using financial planning tools
• Familiarity with consumer lending and banking solutions
• Digital literacy and experience
• Experience with investment product referrals and sales
• Knowledgeable of regulatory requirements to ensure a sound control environment
Hours and Work Schedule
• Hours per Week:
• Work Schedule:
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 - $250,000 per year, based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
#LI-Sourcer7
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates Show more details...
via Glassdoor
posted_at: 28 days agoschedule_type: Part-time
Pinstripes is looking for Energetic and Personable Servers!
Why choose us...
We are unique! You will serve guests in an upscale entertainment-dining venue offering a Bistro, Bowling, and Bocce. Our menu consists of Italian/American cuisine out of our scratch kitchen, an extensive wine list, local craft beers, and thoughtful handcrafted cocktails.
Pinstripes currently has 13 locations nationwide and is planning on opening 5-7 locations next year
Pinstripes is looking for Energetic and Personable Servers!
Why choose us...
We are unique! You will serve guests in an upscale entertainment-dining venue offering a Bistro, Bowling, and Bocce. Our menu consists of Italian/American cuisine out of our scratch kitchen, an extensive wine list, local craft beers, and thoughtful handcrafted cocktails.
Pinstripes currently has 13 locations nationwide and is planning on opening 5-7 locations next year in Miami, Orlando, Los Angeles and other major markets. For those interested, becoming a traveling trainer or moving up within the company is an option!
We believe in creating a fun and healthy work environment through teamwork, flexible scheduling and communication.
Check us out at https://pinstripes.com
Benefits:
• Discounted employee meals
• Free bowling or bocce with friends or family
• Flexible schedules
• Great Money!
• Room to advance within Pinstripes
• Health insurance offered
• Great working environment!!
What do we need from you??
Pinstripes Servers must have a positive attitude and the drive to succeed. It is preferable to have previous restaurant experience, but not required. Our training program will set every team member up to be successful from the start. We are a team and look forward to adding valued members!!
Requirements:
• Provides memorable guest service
• Accurately takes orders
• Able to answer questions regarding the menu
• Taking orders in a timely fashion
• Work together as a cohesive team with other servers and the kitchen staff to ensure the restaurant is operated efficiently
• Offer suggestions and recommendations in regards to orders and drinks
• Help personalize the meal
• Process payment
• Maintain a clean working environment
• Must have the ability to provide excellent customer service
• Ability to be on your feet for 6-8 hours
• Must always be neat in appearance and follow uniform and grooming guidelines
• In-depth knowledge of serving customers needs and understanding of serving food to customers
Job Type: Part-time
Pay: From $5.00 per hour
Benefits:
• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
Restaurant type:
• Upscale casual restaurant
Shift:
• 10 hour shift
• 12 hour shift
• 8 hour shift
• Day shift
• Evening shift
• Night shift
Weekly day range:
• Monday to Friday
• Weekends as needed
• Weekends only
Work Location: In person Show more details...
Why choose us...
We are unique! You will serve guests in an upscale entertainment-dining venue offering a Bistro, Bowling, and Bocce. Our menu consists of Italian/American cuisine out of our scratch kitchen, an extensive wine list, local craft beers, and thoughtful handcrafted cocktails.
Pinstripes currently has 13 locations nationwide and is planning on opening 5-7 locations next year in Miami, Orlando, Los Angeles and other major markets. For those interested, becoming a traveling trainer or moving up within the company is an option!
We believe in creating a fun and healthy work environment through teamwork, flexible scheduling and communication.
Check us out at https://pinstripes.com
Benefits:
• Discounted employee meals
• Free bowling or bocce with friends or family
• Flexible schedules
• Great Money!
• Room to advance within Pinstripes
• Health insurance offered
• Great working environment!!
What do we need from you??
Pinstripes Servers must have a positive attitude and the drive to succeed. It is preferable to have previous restaurant experience, but not required. Our training program will set every team member up to be successful from the start. We are a team and look forward to adding valued members!!
Requirements:
• Provides memorable guest service
• Accurately takes orders
• Able to answer questions regarding the menu
• Taking orders in a timely fashion
• Work together as a cohesive team with other servers and the kitchen staff to ensure the restaurant is operated efficiently
• Offer suggestions and recommendations in regards to orders and drinks
• Help personalize the meal
• Process payment
• Maintain a clean working environment
• Must have the ability to provide excellent customer service
• Ability to be on your feet for 6-8 hours
• Must always be neat in appearance and follow uniform and grooming guidelines
• In-depth knowledge of serving customers needs and understanding of serving food to customers
Job Type: Part-time
Pay: From $5.00 per hour
Benefits:
• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
Restaurant type:
• Upscale casual restaurant
Shift:
• 10 hour shift
• 12 hour shift
• 8 hour shift
• Day shift
• Evening shift
• Night shift
Weekly day range:
• Monday to Friday
• Weekends as needed
• Weekends only
Work Location: In person Show more details...
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