Analyst in Investment Research for a leading multi - asset investment house, focusing on macroeconomic analysis for capital markets and interest rate predictions.
About the role
- Financial Solutions Advisor providing financial advice and customized solutions for client financial goals. Engaging with clients and managing referrals while ensuring regulatory compliance in a fast-paced environment.
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
Requirements
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing 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
Benefits
- Health insurance
- Retirement plans
- Paid time off
- flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Specialist at L3Harris focusing on forecasting, budgeting and strategic planning. Involves coordinating financial reports, monitoring cost performance, and providing financial analysis.
Finance Intern contributing to Nucor's Accounting and Finance team in the manufacturing sector. Providing immersive experience in finance, accounting, and human resources.
Commercial Finance Manager driving insights in commercial finance at BAT. Collaborating with global teams to ensure financial delivery in Taiwan and Hong Kong while managing resource allocation.
Finance Intern conducting audits and ensuring compliance with BAT's distribution policies. Collaborating with sales representatives on inventory and account reconciliations while gaining exposure to industry practices.
Investment and Retirement Planner at RBC creating investment solutions for clients. Networking and collaborating with internal partners to help achieve long - term financial goals.
Investment Services Representative at RBC Direct Investing providing client solutions via phone and electronic communications. Must be client - focused, with strong problem - solving and organizational skills.
Relationship Banker assisting clients with banking transactions and educational resources at Bank of America. Engage clients in lobby, manage risk and drive client experience.
Credit Officer developing credit solutions for wealth management clients at Bank of America. Establishing new credit relationships and supporting existing ones for balance and revenue growth.
Sr Financial Analyst collaborating with teams to drive commercial decision - making and financial reporting at ChemPoint based in Bellevue, WA.