Consult Partner leading complex consulting engagements at Kyndryl, driving client relationships and profitable growth in Financial Services sector. Engaging with CXOs and guiding multi - disciplinary teams.
About the role
- Financial Solutions Advisor providing comprehensive advice and customized solutions for clients. Responsible for triaging leads, meeting client goals, and ensuring regulatory compliance.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triage client leads and make referrals
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
Requirements
- Currently holds Series 7 and 66 licenses; if missing 66, must obtain within 60 days
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience in the financial service industry and/or sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Comfortable engaging all clients
- Efficiently manages time and capacity
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee wellness
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