Finance and Risk Analyst managing market risk and product validation in a hybrid role. Contributing to the future of renewable energies at a major virtual power plant in Germany with flexible work options.
About the role
- Financial Solutions Advisor responsible for advising clients on financial goals and solutions. Collaborating with clients to build financial plans and recommending appropriate brokerage products.
Responsibilities
- Providing comprehensive advice and customized solutions to help clients achieve financial goals
- Triage client leads and make referrals based on needs
- Review clients' financial and investment goals
- Build financial plans and recommend brokerage products
- Apply 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 in financial services or sales
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Effective communication and engagement with clients
- Manages goals, navigates complexity, prioritizes tasks,
- Likes to learn and adapts to new information
- Is thorough and incorporates relevant regulatory due diligence
Benefits
- Access to paid time off
- Industry-leading benefits
- Resources and support to make a genuine impact
- Contribute to the sustainable growth of our business and communities
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