Financial Planning Administrator managing specialised administration support/services and client relationships at Progeny. Ideal for someone with 2+ years in financial services, offering growth opportunities.
About the role
- Financial Solutions Advisor guiding clients in achieving financial goals through customized plans and investment strategies at Bank of America. Collaborating effectively while mitigating risks and enhancing client relationships.
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
- industry-leading benefits
- access to paid time off
- resources and support to make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Manager managing music royalties and finance processes for Warner Bros. Discovery. Overseeing a team and ensuring compliance with contractual terms and internal controls.
Lead Business Aligned Finance Analyst at Wells Fargo, advising on financial research and forecasting for Consumer Technology Products. Resolve complex financial challenges and drive strategic initiatives.
Executive Director - Financial Reporting at Wells Fargo, advising on regulatory reporting and capital treatment. Collaborating with internal stakeholders on interpretive issues and regulatory compliance.
Senior Associate guiding financial operations implementation for PwC in finance consulting. Collaborating with clients and mentoring peers while ensuring successful project delivery.
Vice President, Investment Banking at Fifth Third Bank providing leadership in M&A and Strategic Advisory engagements. Overseeing team operations and ensuring high - quality financial analysis and execution.
Investment Analyst contributing to venture capital processes at Scania. Focused on research, financial modeling, and relationship building within the startup ecosystem.
Aspiring Financial Adviser role guiding customers to achieve lifetime financial goals through sound advice and tailored solutions. Join a leading insurance company in Africa's vibrant market.
Strategic Finance Analyst supporting financial governance and analysis at a healthcare firm focused on sustainable solutions. Collaborating with various business units to drive cost savings and operational efficiency.
Accountant managing monthly accounting processes, preparing accounts, and supporting budget in Edinburgh or Glasgow office. Qualified accountant with strong experience in a similar role.