Part - Time Financial Adviser supplementing income by providing financial advice in South Africa. Role involves building trust, identifying sales opportunities, and driving customer engagement.
About the role
- Financial Solutions Advisor responsible for assisting clients achieve their financial goals at Bank of America. Engaging with clients to provide customized financial solutions and recommendations.
Responsibilities
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses;
- Minimum of one year of experience in the investments industry
- Minimum of one year of 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
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Efficiently manages time and capacity
Benefits
- Access to paid time off
- Industry-leading benefits
- Resources and support to make an impact
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Analyst III at ONEOK performing advanced financial planning and analysis. Compiling, analyzing financial models and providing insights for various business segments.
Senior Financial Analyst preparing and reporting financial results for Freudenberg's divisions. Collaborating with business units to support financial planning and analysis tasks in a growing technology group.
Senior Finance Analyst providing financial support for Supply Chain North America. Responsible for forecasting, performance tracking, and financial insights to drive business growth.
Financial Services Representative engaging clients in a fast - paced Banking Centre. Providing tailored financial solutions while building meaningful relationships with clients.
Senior Financial Advisor managing and growing client portfolios for CIBC. Creating financial plans and delivering exceptional client service with a focus on relationship management.
Compliance Manager overseeing compliance functions for financial services in collectibles. Designing CMS and ensuring KYC, fraud prevention, and regulatory guidance compliance.
Senior Manager managing strategic finance and FP&A functions at Biogen. Leading budgeting, forecasting, and providing financial insights for the Global Immunology franchise.
Director overseeing LIHTC Proprietary Investments at Fannie Mae, structuring and closing proprietary equity investments. Leading a high - performing team while ensuring compliance with credit and regulatory guidelines.
M&A Financial Analyst role at GlobalFoundries supporting financial analysis for M&A activities. Involves budgeting, forecasting, and collaboration with cross - functional teams for financial reporting.