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8 Retirement Jobs in crescent, ok

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    Shift Manager

    Pizza Hut

    302 E Jack Ave, Hennessey, OK 73742
    19.7 miles
    Full-time, Part-time

      Team Member

      Pizza Hut

      302 E Jack Ave, Hennessey, OK 73742
      19.7 miles
      Full-time, Part-time

        Senior Registered Client Associate - Edmond, OK

        Wells Fargo Bank
        Crescent, OK 73028
        Full-time, Part-time
        Refer friends, get paid!

        Job Description

        Job Description

        Important Note: If you are selected to move forward in the process, next steps for this job may include an on-line assessment and a video screen.  Please make sure your profile includes a current email address that you check regularly (including your spam folder) as the invitations for these activities will be emailed to you.  For internal candidates, you must apply via the Jobs site on Teamworks or Teamworks at Home and please ensure your profile lists a personal (external) email address as your primary email address so you can receive communications and complete these potential activities. Please refer to the Team Member Handbook for more information on the Internal Job Opportunities Process.

        At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

        Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

        Wealth and Investment Management (WIM) is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.

        The Senior Registered Client Associate provides sales practice as well as overall administrative and operational client service support to assist the business activities of the Financial Advisor(s). Interfaces directly with clients may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under the direction of the Financial Advisor and as securities licensing and registrations permit. Provides assistance to the Financial Advisor by furnishing account information and quotes, establishing new accounts, and processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited to, preparing forms and reports from rough drafts, as well as preparing and/or originating correspondence for the Financial Advisor, which may include marketing campaigns. May originate their own administrative or operational related correspondence on accounts with the approval of the Financial Advisor. Handles telephone calls, requests for research reports and researches account problems. Establishes and maintains files to meet regulatory requirements, creating and producing reports and databases, establishes and maintains filing and record keeping necessary to support sales efforts. Provides knowledge and systems support to branch personnel and training for entry-level assistants.



        Required Qualifications

        • 5+ years of financial services experience
        • Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)



        Desired Qualifications

        • Strong client service skills
        • Strong attention to detail and accuracy skills
        • Effective organizational, multi tasking, and prioritizing skills
        • Good verbal, written, and interpersonal communication skills
        • Brokerage industry experience
        • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
        • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
        • Experience interacting directly with customers
        • Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information



        Job Expectations

        • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
        • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required



        Street Address

        OK-Edmond: 3540 S Boulevard St - Edmond, OK



        Disclaimer


        All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

        Relevant military experience is considered for veterans and transitioning service men and women.
        Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

        Posting ID: 583106342Posted: 2020-10-30