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 providing comprehensive financial advice and customized solutions to clients. Focused on achieving financial goals through effective relationship management and strategic planning.
Responsibilities
- Provides comprehensive advice and customized solutions to clients
- Triages client leads and makes referrals to business partners based on client needs
- Meets with clients to review financial and investment goals
- Builds a financial plan and recommends brokerage products
- Applies and expands knowledge by completing required licenses and trainings
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 working in the financial service industry and/or a sales environment
- Builds and nurtures strong relationships
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Efficiently manages your time and capacity
Benefits
- industry-leading benefits
- access to paid time off
- resources and support to our employees
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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