At Bangerter Financial, we love to work with people who are dedicated and passionate about the contributions they provide to the Bangerter Financial Team. Individuals desiring to join our team must share a positive attitude, a collaborative nature and an enthusiasm for excellence.
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Financial Sales Assistant | ROSEVILLE, CA
We are a busy Financial Firm seeking a full-time Financial Assistant to help support the CEO. This role is a non-sales role, for a smart, highly energized, professional that thrives in a busy environment.
INVESTMENT ADVISOR REPRESENTATIVE | ACROSS THE US
1 or more REMOTE Positions needed in TX,FL,PN,NJ,NC,NY,IL,MI,AZ,OH,MA,WA,TN,MN
Financial Services firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as an Investment Advisor Representative. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.
INVESTMENT ADVISOR REPRESENTATIVE | ROSEVILLE, CA
Financial Services firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as an Investment Advisor Representative. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.
NEW BUSINESS PROCESSOR | ROSEVILLE, CA
You will report directly to the President and Vice President of Operations. In your role you will support the day-to-day operations of the practice, while providing customer service to existing clients and prospects. Correspond with clients to complete new accounts, asset transfers, and other forms. Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face. Research and resolve client service problems for errors as needed. Record all transactions on appropriate logs, set up client files and obtain necessary information.
DIRECTOR OF FIRST IMPRESSIONS | ROSEVILLE, CA
Our office is seeking a candidate to fill our Director of First Impressions position. Our ideal candidate has a pleasant demeanor and professional appearance. In this role, you will be the first person that staff, clients, and visitors see as they enter our office, so it is essential to create a welcoming atmosphere. You will also complete receptionist tasks, such as answering phones, preparing outgoing mail, and manage office calendaring. While some postsecondary education is a plus, we prefer candidates with administrative or clerical experience. Once you become familiar with our needs and client base, you may be asked to help us with marketing projects.
ADVISORY CLIENT SERVICES REP | ROSEVILLE, CA
We are a busy Financial Firm seeking a full-time Advisory Client Services Rep
This role is a non-sales role, for a smart, highly energized, professional that thrives in a busy environment.