Intern in financial area assisting with payment control and bank reconciliation tasks for ECCOX SOFTWARE S.A., a technology solutions company.
About the role
- Financial Solutions Advisor providing customized solutions to help clients achieve financial goals. Responsible for client leads triaging, financial planning, and brokerage product recommendations.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads
- Making referrals to business partners based on client needs
- Meeting with clients to review financial and investment goals
- Building financial plans
- Recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- Experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Efficiently manages time and capacity
- Incorporates relevant regulatory due diligence in strategies
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for physical, emotional, and financial wellness
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