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 customized financial solutions to clients with a focus on achieving their financial goals. Involves triaging leads, meeting clients, and recommending products.
Responsibilities
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Triaging client leads and making referrals to business partners based on client needs.
- Meeting with clients to review financial and investment goals and building a financial plan.
- Recommending brokerage products and strategies that align with client financial goals and needs.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Strong computer skills with an ability to multitask in a demanding environment.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Professional development opportunities
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