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49 Financial Jobs in Alaska (NOW HIRING)

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49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.
What are popular job titles related to 49 Financial jobs in Alaska? For 49 Financial jobs in Alaska, the most frequently searched job titles are:
What job categories do people searching 49 Financial jobs in Alaska look for? The top searched job categories for 49 Financial jobs in Alaska are:
49 Financial jobs near you

Financial Services Representative I

Global Credit Union

Juneau, AK • On-site

$45K - $66K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Global Credit Union rating

8.4

Company rating: 8.4 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

Job description

Overview
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
  1. Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
  2. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
  3. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
  4. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
  5. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
  6. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
  7. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
  8. Build meaningful relationships by participating in branch promotions and community events, as assigned.
  9. Work effectively in a team environment across all organizational levels.
  10. Perform other duties as assigned.

Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.
Salary Pay Range: 13
$49,284 - $73,391 annually
Salary Pay Range: 14
$45,633 - $66,624 annually
Salary Pay Range: 15
$42,254 - $60,844 annually
Benefits
  • Short-term and long-term incentives
  • Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
  • 401(k) plan with a 5% match
  • Employee Assistance Program (EAP)
  • Life and disability coverage
  • Voluntary cash benefits for accident, hospitalization and critical illness
  • Tuition Reimbursement
  • Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
  • Click here to view Global's comprehensive Benefits Programs

Equal Opportunity Employer

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