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 advice and customized solutions to help clients achieve financial goals. Role involves triaging client leads and recommending financial products.
Responsibilities
- Works with clients to plan their short and long-term financial goals
- 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
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
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 working in the financial service industry and/or a sales environment
- Sets and accomplishes goals, achieving whatever you put your mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to contribute to sustainable growth
Job title
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Experience level
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Degree requirement
Location requirements
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