Finance Business Partner joining FP&A team to drive budget management and cost transparency. Important analytics and financial visibility in a SaaS environment using emerging tech.
About the role
- Financial Solutions Advisor responsible for comprehensive financial advice and solutions. Working with clients to meet investment goals and advising on brokerage products.
Responsibilities
- This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
- Job expectations include applying and expanding knowledge by completing required licenses and trainings.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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