JeffNat has a culture of collaboration driven by a shared passion for our mission. We believe in helping RIAs and fee-based advisors create wealth for their clients. Fresh perspectives are valued from executives, managers, and employees alike. Measured risks are worth taking. A job well done is recognized and rewarded. While continually growing, we strive to retain our culture comprised of team work, entrepreneurial spirit, harmony of working hard and playing hard, and JeffNat family. Striking the balance between creativity and concrete results is what makes JeffNat's culture engaging. Important changes are coming in financial services. We will continue to be recognized for the innovation and disruption that is driving these changes.
Serves as the Nationwide Advisory Solutions (NAS) Compliance Officer which includes a broker/dealer and two life insurance companies. Is a member of the NAS Operating Committee responsible for establishing strategy, direction and execution of the NAS Compliance Program. Provides compliance services focusing on proactive and reactive advice, assists in product development and new business initiatives, regulatory proposals and interpretations, routine and target surveillance of NAS activities, regulatory training, oversight of complaints, regulatory and market conduct examinations and identifies, communicates and executes risk mitigation strategies.
As a member of Jefferson National’s top-performing sales team, the Territory Consultant will be responsible for sales support of JNF’s groundbreaking investment platform. This will involve market research, lead qualification and relationship-building with RIAs and fee-based financial advisors. This is an outstanding opportunity for an energetic, self-motivated individual looking to start a career in financial services and wealth management. With provided experience and training, the Territory Consultant will be on a career track to becoming a Territory Manager.
With Jefferson National, your desire to learn the financial services industry and ability to grow can lead to financial success and the added reward of working for a value-driven company that succeeds by helping others. We offer one-on-one mentorships and a solid training program to support your skills development. You will also obtain your FINRA Series 6 and 63 securities licenses as well as your KY state life insurance license as part of our company-paid training program.
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2014 - Best Places to Work in KY
In addition to a competitive base salary we also offer:
- Annual Bonus based on Company and Individual Performance
- Medical, Dental & Vision Insurance
- Life and AD&D Insurance
- Long Term & Short Term Disability
- Flexible Spending Accounts & Health Savings Accounts
- Paid Time Off
- 401(k) Plan with Company Match