FP&A Analyst supporting financial planning and analysis at a leading sports production company. Collaborating with senior stakeholders to drive financial insights and strategic decision - making.
About the role
- Financial Solutions Advisor responsible for advising clients on financial goals and investment products. Engage with clients to build financial plans and meet their needs in a dynamic environment.
Responsibilities
- Provide comprehensive financial advice to clients
- Triaging client leads and making referrals to partners
- Review client financial and investment goals
- Build financial plans and recommend products
- Complete required licenses and training
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 in the financial service industry
- Strong relationship-building skills
- Effective communication skills
- Ability to manage goals in a fast-paced environment
- Thoroughness in regulatory due diligence
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible working hours
- Professional development resources
Job title
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Experience level
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Degree requirement
Location requirements
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