Commercial Finance Manager supporting growth and decision - making at Treatwell. Partnering closely with senior management to drive profitability and long - term growth.
About the role
- Associate Financial Advisor supporting individual Financial Advisors with wealth management services. Focused on client engagement, financial education, and customized financial planning.
Responsibilities
- Operate within the team’s client service and wealth management strategy to ensure high quality client service
- Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
- Review, research and analyze data to create customized, annual financial plans for clients
- Deliver the financial plan to clients in partnership with the Financial Advisor/Team
- Connect with next generation clients through planning
- Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
- Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team
- Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
- Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point
- Document, follow up, and support the closing of opportunities identified from the financial planning process
- Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
- Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
- Performs other duties and special projects as necessary
Requirements
- Must have an undergraduate degree in Finance, Accounting, Economics or equivalent
- Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role
- Must hold SIE, Series 7/66 or Series 7/63/65 licenses
- Minimum of three years of investment experience in a client facing role
- Excellent presentation skills, very strong interpersonal and written communication skills
- Proven self-starter, highly motivated, with the ability to work independently
Benefits
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Opportunity to advance your career while enjoying comprehensive benefits designed for your life, career and future
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Director of Finance overseeing financial operations, cash management, and strategic planning at Freudenberg. Managing risks and leading the finance team while ensuring compliance and reporting standards are met.
Cashflow Finance Associate role at a fintech helping SMEs with funding needs. Engage in structuring, analyzing, and managing lending opportunities within a dynamic team.
Sr. Manager leading financial planning, forecasting, and reporting processes at Taco Bell. Providing actionable insights to drive business performance through data - driven recommendations.
Investment Specialist at Private Bank developing and managing financial products and services. Supporting UHNWIs and Family Offices with banking, investment, and credit needs.
People Partner supporting HR strategy in Insurance, Pensions & Investments team. Collaborating with executives to build high - performing, inclusive teams and drive organizational success.
Head of US Custody Financial Operations at Bullish overseeing treasury and trading operations for digital assets. Driving operational excellence and risk management in a fast - paced financial environment.
Investment Banking Analyst on Wells Fargo's REGAL team analyzing market strategies and preparing client presentations. Collaborating with clients and colleagues to deliver strategic insights.
Intern in Financial Analysis & Structuring at Nordex Group, analyzing commercial aspects of wind farm projects. Supporting financial reports and conducting market analysis in an international finance team.
Junior Project Manager Finance responsible for software solutions and project management in the public sector. Focused on digital transformation in public administrations with opportunities for career growth.