IT Lead focused on lifecycle management and technological modernization in financial services. Act as a bridge between business areas and technical teams for critical applications.
About the role
- Financial Solutions Advisor providing comprehensive financial advice and tailored solutions for clients. Building financial plans and recommending brokerage products in a client-focused environment.
Responsibilities
- Provide comprehensive advice and customized solutions to clients
- Build a financial plan and recommend brokerage products
- Triage client requests and make referrals to appropriate service providers
- Mitigate and control risk as part of daily activities
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience working in financial services and/or sales environment
- Build and nurture strong relationships
- Efficiently manage your time and capacity
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to make a genuine impact
- Contribute to the sustainable growth of our business and communities
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