Commercial FP&A Specialist managing media strategies for Davide Campari Milano N.V. Implementing digital and media strategies for brand positioning and stakeholder engagement.
About the role
- Financial Solutions Advisor responsible for providing strategic financial advice to help clients meet their financial goals. Engage with clients, assess needs, and recommend suitable financial products and strategies.
Responsibilities
- Provides comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triages client leads and makes referrals to business partners based on client needs and asset thresholds
- Meets with clients to review financial and investment goals and recommend products
- Applies and expands knowledge by completing required licenses and trainings
- Responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements
Requirements
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Opportunities to learn and grow
- Flexible work arrangements
- Inclusive workplace
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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