Top 5 Registered client services associate brokerage Jobs in Columbus

Sales Support Associate
Cetera Investors —Dublin, OH
- Full-time
- Microsoft Excel
- Office
- High school diploma or GED
- Health insurance
- 403(b)
Benefit Administration Analyst
USI Holdings Corporation —Columbus, OH
- $45,000 - $50,000 a year
- Finance
- Math
- Bachelor's degree
- Wellness program
- Health savings account
VP, Retirement Plan Services
USI Holdings Corporation —Columbus, OH
- 5 years
- Bachelor's degree
- Children
- Wellness program
- Health savings account
Practice Support Associate - South Central Advisor Group
Thrivent —Columbus, OH
- Contract
- Microsoft Excel
- Research
- Administrative experience
Quick Apply
Practice Support Associate - Northeast Advisor Group
Thrivent —Columbus, OH
- Contract
- Microsoft Excel
- Research
- Office
Quick Apply

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Sales Support Associate
Cetera Investors —Dublin, OH
Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
Benefit Administration Analyst
USI Holdings Corporation —Columbus, OH
Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how…
$45,000 - $50,000 a year

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registered client services associate brokerage jobs near columbus

Sales Support Associate

Cetera Investors -
Dublin, OH

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Job Details

Full-time

Benefits

Health insurance
403(b)
Life insurance

Qualifications

High school diploma or GED
Productivity software

Full Job Description

What we need:

This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients*.

This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative.

What you will do:

Act as a liaison between the representative and their clients. The type of support is dictated by whether the incumbent is FINRA licensed.
As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
Maintain representative’s file organization.

What you will learn:

Products and services including Mutual Funds, Annuities and Life Insurance,
Retirement products including IRAs and 403(b)s
College funding products including ESAs and 529 plans
Asset allocation strategy
Time value of money
Prospecting and telephone techniques (if you become FINRA licensed)
Compliance training

What you need to have:

High School diploma or equivalent
Some college preferred
FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided.
Strong verbal communication skills with a customer-service focus
Strong organizational skills
Ability to meet deadlines
Proficient use of Microsoft Office including Word, Excel and PowerPoint

What you should expect:

We are a fast-paced but fun environment where you can expect to learn a great deal and can feel good about making a positive difference in the financial lives of individuals across the country.

Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.

About Cetera Investors and Cetera Financial Group

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services.

Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.

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Refine Your Search

registered client services associate brokerage jobs in columbus

Sales Support Associate

Benefit Administration Analyst

VP, Retirement Plan Services

Practice Support Associate - South Central Advisor Group

Practice Support Associate - Northeast Advisor Group

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