Firmware Manager leading development of NVIDIA's next - generation Networking firmware. Managing a skilled engineering team in a dynamic and innovative environment.
About the role
- Source and acquire new clients to build business
- Use TRPG generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
- Follow up with prospective clients, maximize relationships, create referrals and referral partnership
- Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
- Develop and maintain a base of clients who value your input and guidance
- Work with clients to keep their financial plans current and aligned with their goals
- Maximize relationships, create referrals and keep SalesForce updated
- Research industry guidelines. Stay up to date with current events and market trends
- Comply with current policies and procedures for financial, investment, tax and insurance industry
Requirements
- At least 5 years of Financial Services industry experience
- At least 3 years of experience as a planning based Advisor
- FINRA Series 65 License or 7 and 66
- CFP designation is preferred
- Proficient in MS Office Suite and CRMs
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
LI
LidsStore Manager
Store Manager leading daily retail operations for Lids Sports Group at Cincinnati Premium Outlets. Overseeing hiring, training, customer service, and store performance management.
LI
Assistant Store Manager leading retail operations at Lids Sports Group. Managing team performance and delivering exceptional customer service in - store environment.
LI
Assistant Store Manager leading retail operations at Lids store, managing teams and ensuring customer satisfaction. Overseeing store performance and contributing to a positive shopping environment.
LI
Assistant Store Manager for Lids Sports Group, managing retail operations and fostering customer engagement. Leading store training, achieving sales goals, and ensuring store compliance and success.
MI
Mohawk IndustriesTransportation Manager
Manager Transportation responsible for monitoring driver schedules and resolving related issues at Mohawk Industries. Support hiring process, maintain records, and generate performance reports.
PE
PETRONASDistributor Manager
Gerente de Distribuidores managing exclusive regional distributors for PLI Brasil. Developing commercial relationships and optimizing distributor performance aligning with company strategies.
Manager of Customer Field Service overseeing utility maintenance and day - time dispatch operations. Ensuring compliance, safety, and customer satisfaction in utility services for Liberty.
CL
Coca-Cola Canada Bottling LimitedWarehouse Manager – Transportation
Manager of Warehouse operations providing leadership at Liberty Coca - Cola Beverages LLC. Responsible for overseeing transportation management processes and leading a diverse workforce.
MC
McCormick & CompanyChange Manager – Program Nova
Change Manager supporting McCormick’s digital and cultural transformation initiatives. Leading change management lifecycle and stakeholder engagement in a global environment.