Senior Finance Transformation Manager overseeing ERP implementation and finance process standardization at Huhtamaki. Leading change management and fostering global business improvements.
About the role
- Financial Solutions Advisor guiding clients in financial planning and investment solutions. Obtaining securities licenses and building client relationships in a financial center.
Responsibilities
- Obtain Securities Industry licenses through dedicated training.
- Build and manage client relationships and provide financial guidance.
- Collaborate with core banking and investment partners.
- Recommend strategies to help clients achieve financial goals.
- Progress to Financial Solutions Advisor Stage II after demonstrating success.
Requirements
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing 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.
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
- Bi-lingual Spanish speaking.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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