Top 612 Cambridge management, inc. Jobs

Financial Advisor
Raion Financial Strategies —Anchorage, AK
- $70,000 - $100,000 a year
- Full-time
- Customer service
- Research
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Propane Delivery Driver
FEDERATED CO-OPS INC —Cambridge, MN
- $20 - $30 an hour
- Weekends as needed
- Mid-level
- CDL
- Ability to lift 75 pounds
- Health savings account
- Paid holidays
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Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
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Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
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Maintenance Technician
GrandeVille at Malta Apartments —Malta, NY
- $23 - $25 an hour
- Full-time
- Maintenance
- Mid-level
- Driver's License
- Dental insurance
- 401(k)
Quick Apply
Maintenance Supervisor - CLA, COT,CGA,FST *$500 Sign on Bonus*
Cambridge Management, Inc. —Clarkston, WA
- $23 - $25 an hour
- Weekends as needed
- Background check
- Word processing
- Computer literacy
- AD&D insurance
- Paid holidays
Quick Apply
Porter - KAW *$500 Sign on Bonus*
Cambridge Management, Inc. —Wahiawā, HI
- $16.50 - $18.50 an hour
- Weekends as needed
- Background check
- Word processing
- Computer literacy
- AD&D insurance
- Paid holidays
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US_Engineer III
TalentBurst, Inc. —Cambridge, MA
- $55.00 - $57.21 an hour
- Contract
- 5 years
- Bachelor of Science
- Engineering
- Health insurance
- Dental insurance
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Community Manager - Emporia Area *HUD EXP Required*
Cambridge Management, Inc. —Emporia, VA
- $23 - $25 an hour
- Weekends as needed
- Background check
- Computer literacy
- Writing skills
- AD&D insurance
- Paid holidays
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Community Manager - FOG *LIHTC EXP Required*
Cambridge Management, Inc. —Lacey, WA
- $28 - $30 an hour
- Weekends as needed
- Background check
- Computer literacy
- Writing skills
- AD&D insurance
- Paid holidays
Quick Apply
6d
Community Manager - PAN *LIHTC AND LEASE UP REQUIRED*
Cambridge Management, Inc. —Fort Myers, FL
- $52,000 a year
- Weekends as needed
- Background check
- Computer literacy
- Writing skills
- AD&D insurance
- Paid holidays
Quick Apply
14d
Mental Health Registered Nurse (RN)-Hybrid Remote
Residential Services, Inc. —Minneapolis, MN
- $76,000 - $79,000 a year
- 8 hour shift
- Hybrid work
- Nursing
- Clean driving record
- Psychiatry
- Paid training
- 403(b) matching
Quick Apply
5d
Mental Health Registered Nurse (RN)
Residential Services, Inc. —Cambridge, MN
- $76,000 - $79,000 a year
- Online Application
- Nursing
- Psychiatry
- OSHA
- Paid training
- 403(b) matching
Quick Apply
Assistant Community Manager PT - COS
Cambridge Management, Inc. —Covington, WA
- $25 - $27 an hour
- Part-time
- Background check
- Computer literacy
- Writing skills
Quick Apply
Executive Administrative Assistant
Calle Financial Network —Newtown, PA
- $20 - $25 an hour
- Part-time
- Mid-level
- Office
- US work authorization
- Retirement plan
Quick Apply
Mental Health Intensive Care Coordinator - Master's Level
The Home for Little Wanderers, Inc. —Chelsea, MA
- On call
- Computer literacy
- Mid-level
- Critical & Intensive Care
- 403(b) matching
- AD&D insurance
Maintenance Technician - MAP / HIL
Cambridge Management, Inc. —Wenatchee, WA
- $21 - $23 an hour
- Weekends as needed
- Background check
- Computer literacy
- Pass drug screening
- AD&D insurance
- Paid holidays
Quick Apply
14d
Maintenance Technician - Traveling - Jacksonville *EPA required*
Cambridge Management, Inc. —Jacksonville, FL
- $24 - $26 an hour
- Weekends as needed
- Background check
- Word processing
- Computer literacy
- AD&D insurance
- Paid holidays
Quick Apply
Operations Lead Vaccines
Sanofi EU —Framingham, MA
- $133,500.00 - $192,833.33 a year
- Engineering
- 8 years
- Presentation skills
- Parental leave
2d
Financial Operations Specialist
Capital Investment Management —Lees Summit, MO
- $50,000 - $60,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Outlook
- 401(k)
- Paid time off
Quick Apply

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Financial Advisor

Raion Financial Strategies -
Anchorage, AK

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

Benefits

Paid time off
Retirement plan

Qualifications

Financial planning software
Customer communication
Financial services customer support
Customer relationship building
Customer service
Investment management software
Research
Managing clients in a customer support role
Series 7
Bachelor's degree
Financial services
Productivity software
Series 65
Life & Health Insurance License
Experience practicing in the securities industry
Delegation
Financial compliance

Full Job Description

Description

Raion Financial Strategies, a growing financial planning firm, is seeking a Licensed Financial Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the current and future success of our fast-growing organization!

You would be joining our An office and serve our clients. Core duties include providing exceptional relationship management to the firm’s clients, plus growing the firm’s client base. We are happy to consider advisors with or without existing books of business, but are looking for an advisor ready to step into financial planning and wealth management. This is a great opportunity for someone who would like to help grow a current book of business and have an opportunity to have future ownership in this company!

Essential Duties & Responsibilities

Serving clients by preparing for meetings, provide investment research, problem solving, issue resolution, financial planning recommendations, and other needs.
Provide premier service to current clients
Develop effective working relationships with internal team members and external professionals to provide effective service for clients
Conduct and record communications with clients and/or prospects
Manage, organize, and present data and review weekly/monthly/quarterly
Attending client and team meetings, documenting notes, assigning tasks and executing on follow up
Follow through on projects and delegate tasks as needed
Assist in the growth of firm’s new client relationships

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Strong interpersonal and communication skills to deal with financial advisors, support staff, vendor companies, and Cambridge home office staff in all types of matters including those that may be sensitive.
Comprehensive understanding of company policies and procedures and industry rules and regulations.
Project a professional and pleasant demeanor to work with advisors, administration, and clients in a deadline-driven environment.
Commitment to providing a premier level of customer care in a calm and professional manner. Projecting a high level of service.
Ability to effectively organize, manage, track and complete multiple detailed tasks and assignments.
Employ solid analytical skills in researching and resolving problems.
Work independently under minimal supervision.
Extensive documentation on all client communication
Operating under high Integrity for our office and clients, never taking shortcuts and following Compliance rules
Utilize financial platforms including Wealthport, eMoney, Redtail, Riskalyze, and Microsoft Office Suite
Ability to build trust and relationships with clients

Education/Previous Experience Requirements

Bachelor’s degree and a minimum of two (2) years of experience in the financial services industry -or- an equivalent combination of experience, education, and/or training as approved by the firm.

Licenses/Certifications

FINRA Series 7, Series 65, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Raion Financial Strategies, LLC are not affiliated.

Pay: $70,000.00 - $100,000.00 per year

Benefits:

Paid time off
Retirement plan

Experience:

Financial Industry : 1 year (Required)

Ability to Commute:

Anchorage, AK 99503 (Required)

Work Location: In person

Quick Apply

Refine Your Search

cambridge management, inc. jobs

Financial Advisor

Propane Delivery Driver

Paraplanner

Associate Financial Advisor

Maintenance Technician

Maintenance Supervisor - CLA, COT,CGA,FST $500 Sign on Bonus

Porter - KAW $500 Sign on Bonus

US_Engineer III

Community Manager - Emporia Area HUD EXP Required

Community Manager - FOG LIHTC EXP Required

Community Manager - PAN LIHTC AND LEASE UP REQUIRED

Mental Health Registered Nurse (RN)-Hybrid Remote

Mental Health Registered Nurse (RN)

Assistant Community Manager PT - COS

Executive Administrative Assistant

Mental Health Intensive Care Coordinator - Master's Level

Maintenance Technician - MAP / HIL

Maintenance Technician - Traveling - Jacksonville EPA required

Operations Lead Vaccines

Financial Operations Specialist

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