Tuesday, May 10, 2011

Scottsdale, AZ Career Opportunity at Baird

Client Relationship Specialist
Department Private Wealth Management
Req Type Exempt
Location AZ - Scottsdale
Job Description SUMMARY:
Works with a team of four Financial Advisors following an in-house portfolio management approach. Associate is responsible for driving the client service model for a base of 100 households, coordinating marketing events and touches, and relationship building/maintenance responsibilities for the team. Associate is also responsible for servicing clients to meet the needs of the team. Associate is Series 7/66 registered and may possess additional industry licenses. Demonstrates superior understanding of all client service functions and works with a high level of independence. Must be able to handle projects from start to finish. The position includes the possibility for incentive pay for referral generation

ESSENTIAL DUTIES AND RESPONSIBILITIES:
•Possesses an advanced understanding of the financial markets including an in-depth knowledge of all investment products, portfolio management operational procedures, compliance regulations and all computer programs and applications.
•Exemplary oral and written communication skills (including e-mail) – ability to adeptly exchange ideas and information. Superior telephone and customer service skills. Follows business protocol for telephone communication.
•Superior interpersonal skills--demonstrated ability to initiate and operate within a proactive, goal-focused team environment.
•Superior organizational skills--ability to prioritize workflow of Financial Advisors and self-enabling the meeting of production goals efficiently and consistently.
•Superior analytical skills that readily translate into numerical reports applying superior understanding and application of all Microsoft Office applications, especially Excel.
•Demonstrated ability to exercise sound business judgment on an unpredictable basis.
•Proven professional performance in a high-pressure, high-production, numbers-oriented environment.


QUALIFICATIONS REQUIRED:
•Must have a Bachelor’s degree with minimum of two years of industry experience.
•Series 7 /66 licenses required.
•Excellent organizational skills and attention to detail. Ability to prioritize workload and to work autonomously on ongoing projects with accuracy and reliability.
•Strong work ethic, punctual, and self-confident. Shows initiative and eagerness to learn.
•Exceptional verbal and written communication skills are a must.

This position is posted on our website at www.bairdcareers.com . Client Relationship Specialist role (2182. Please go to our website, review the position and if you are interested please apply online.

Please contact me once you have applied to the position.

Archana Salvi
Corporate Recruiter
Human Capital
Robert W. Baird & Co.
asalvi@rwbaird.com
(O) 414-298-1794 (F) 414.765.730

Thursday, May 5, 2011

Branch Manager (Charles Schwab) Miami, FL

Company: Charles Schwab
Position Title: Branch Manager
Location: Miami, FL/Coral Gables, FL

How to apply: Interested candidates should apply online at http://jobsearch.schwab.com/frameset.html?goto=er-viewjob&erjob=203950&eresc=NSHMBA

Job Description:
Charles Schwab's purpose is to help everyone become financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.
At Schwab, we respect the unique differences of our employees, our clients and the communities we serve - striving to create a consistent and rewarding employee experience. If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there's a place for you at Schwab!
Organization Objective/Purpose:
As a Branch Manager at Charles Schwab, you will coach and counsel a team of Financial Consultants as you work together to both grow and service the client base for your local market. You will establish strategies and plans designed to insure that asset, revenue, and service targets are met. Your general management skills and leadership competencies will be used to provide direction and deliver results.
Brief Description of Role:
Typical daily activities include client presentations with your sales team, performance management for your staff; sales coaching and sales process management; analysis of performance data for trends and actions; interviewing prospective employees; and performing the compliance and administrative tasks inherent in our industry.

Unlike no other job at Charles Schwab, the Branch Manager is the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
Technical/Functional Qualifications:
- A desire to lead, a passion for sales management, and a deep commitment to client service are absolutely required.
- Ideal candidates will have an undergraduate degree; a minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity.
- Current and active Series 7, 9/10 and 63 licenses are required.
- Bi-lingual English and Spanish highly preferred.
- Excellent communication skills and a track record of proven success in sales, sales leadership and overall leadership is a requirement for this role.

Wednesday, May 4, 2011

Three Steps to a Better Career

Escaping the Boss From Hell: Three Steps to a Better Career

Nearly everyone has suffered this at least once in his career—the boss who makes each workday a living terror. You can find the Boss from Hell in any industry or occupation. Even the best companies slip up from time to time, allowing bullies to rise through the employment food chain to management.

If a national survey were taken to find out the reasons people change jobs, by far the number one reason for job dissatisfaction would be bad management. As a career coach, surprisingly, I’ve found that increased earning potential usually ranks far below the desire to leave a mean, unreasonable boss. If you wake up each day dreading the next eight to ten hours, your problem might be your supervisor.

You’re working for the Boss From Hell if:

He (or she) bullies you and your coworkers with threats and temper tantrums.

His unpredictable moods keeps the office environment constantly tense and second-guessing his next move.

He sets unrealistic and unattainable goals.

You live in constant fear of being fired.

Fear and intimidation never motivate employees to excel. Tyrannical supervisors create an atmosphere of distrust and isolation. If you work for someone like this, your confidence is probably not what it used to be. In fact, you are probably second-guessing your decisions on the job constantly. As long as you work for management that rules by fear, you’ll never reach your career and earning potential.

There are three steps to escape the Boss From Hell and move on to a happier, healthier work place.

Gain perspective to think rationally about your career options.

Fear in the workplace tends to leave people thinking they have no better options than to stick it out. Such thinking is a result of loss of confidence and the inability to see beyond the present distress. One way to gain perspective and see new options is to spend some time browsing job postings. The right direction might be within another department or division of your current employer, but away from your current boss. Or it might be somewhere else altogether. If you keep an open mind, you’ll see that there are many options for you outside of your current job.

One way to get the most out of this career reconnaissance is to search for job postings based on skills rather than job titles. Do a job-skills self-analysis to identify the tasks and activities you enjoy performing on your job. Use those skills as your search terms at online job boards. You may be surprised to see that you qualify for positions you had not thought of before.

2. Take inventory of your career accomplishments and contributions.

In order to get moving toward a new position you’ll need to regain your confidence. Think about, and then write down, situations of where you:

Came up with an idea for saving time

Helped your team reach a production goal

Identified cost savings opportunities

Solved a customer problem leading to increased customer satisfaction

As you think back on your accomplishments, you’ll begin to realize the value you have added to your company. Remember, other employers have similar problems to solve. They are looking for candidates who have experience in handling difficult situations. The more specific the examples of your accomplishments are, the more marketable you will be in the job market.

3. Update your resume.

Once you have your accomplishments listed, use them to update your resume. Think of your resume as your initial marketing tool; it should announce to potential employers your ability to help them reach their bottom-line corporate goals. For example, your resume should appeal to potential employers’ desire to increase efficiency, cut costs and improve productivity. When employers see what you can do for them, they’re sure to be impressed.

Your resume should also have a clear career focus. Updating your resume doesn’t mean simply adding your current work history to your old resume format. Without a careful resume strategy, your resume will begin to resemble an old house with too many tacked on additions. Make sure your resume presents a cohesive, well-thought out, professional front.

Additionally, if your career has taken several interesting turns, you’ll want to adjust your resume toward your current focus. Take the time to refocus your resume on your current job search. Highlight the items from your career that are relevant, and minimize the things that are no longer relevant.

Once you have invested the time to gain perspective on your career options, take inventory of your accomplishments, and update your resume, you’ll be mentally and emotionally ready to seek other employment opportunities, either within or outside your current company. You don’t have to remain in an unhappy job. You do have choices. Take the steps to help yourself—you’ll be glad you did!

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Deborah Walker, Certified Career Management Coach
Read more career tips and see sample resumes at:
www.AlphaAdvantage.com
email: Deb@Alphaadvantage.com

Tuesday, May 3, 2011

Receptionist Position

Jones Lang LaSalle is looking for a Receptionist to join its winning team of professionals in its Phoenix
office. This position will require 2-3 years of relevant experience. Duties performed may include a
broad range of complex tasks involving confidential or technical information. This position requires a
person who can be responsible for prioritizing projects in order to meet multiple deadlines in a fastpaced, team-oriented environment.

www.us.joneslanglasalle.com and click on careers.

Also copy and paste the following link: www.joneslanglasalle-ca.com/HR_WestRegion/JLL_Phx_Receptionist_May-11.pdf