Chef de Projet Informatique managing hotel application projects across Europe at Covivio. Ensuring operational efficiency and continuous evolution of group solutions while piloting new projects.
About the role
- Financial Solutions Advisor providing comprehensive advice on financial goals and solutions. Collaborating with clients and internal teams for tailored financial planning and investments strategies.
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
FP&A Analyst / Anaplan Model Builder at Teledyne Technologies. Leveraging data to drive financial analysis and reporting across multiple business units.
Senior Financial Analyst at Snap Inc. driving actionable insights and decision - making for financial objectives. Collaborating with teams to enhance business visibility and optimize investments.
Alternative Investments Senior Accountant at U.S. Bank managing accounting and investor servicing for hedge funds and private equity funds. Ensuring fund accounting functions comply with GAAP while calculating net asset values.
CFO leading financial strategy and governance for mental health startup Meela. Driving growth and building financial structures to enhance business performance.
Director of Card Finance role at Capital One overseeing financial strategy for the Card Tech team. Leading talent development and providing financial insights to influence business outcomes.
Finance Intern processing accounts payables and receivables for Intrepid Travel's Finance team. Posting financial documents accurately and providing excellent customer service to stakeholders.
Financial Analyst supporting the production of key financial publications for DTF. Involving financial data consolidation and analysis for informed government decision - making.
Financial Analyst optimizing Lyrebird Health’s finance operations and systems. Supporting finance tools, improving processes, and enhancing data quality in a growing tech environment.
Financial Planner specializing in wealth management and asset planning for ING Private Banking. Collaborating with clients on complex financial structures and offering strategic insights.