Market research manager Jobs in Tuscaloosa, AL

Description

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities :

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications :

Desired Qualifications :

Skills :

Schedule :

Monday-Friday Open availability required + some Saturdays

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week : 40

Pay Transparency details

US - CA - Encino - 16640 Ventura Blvd - ENCINO BC (CA8126), US - CA - Simi Valley - 2830 Cochran St - SYCAMORE PLAZA BC (CA7173), US - CA - Sun Valley - 8888 Sunland Blvd - SUN VALLEY BC (CA8165), US - CA - Tarzana - 18337 Ventura Blvd - TARZANA BC (CA8133), US - CA - Westlake Village - 954 S Westlake Blvd - WESTLAKE VILLAGE BC (CA6132), US - CA - Woodland Hills - 22828 Victory Blvd - VICTORY FALLBROOK BC (CA8194), US - CA - Woodland Hills - 23347 Mulholland Dr - EL CAMINO CENTER BC (CA8203), US - CA - Woodland Hills - 5440 Topanga Canyon Blvd - TOPANGA CANYON-VENTURA BC (CA8190), US - CA - Woodland Hills - 5959 Canoga Ave - WARNER CENTER BC (CA7168)Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and / or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.