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 financial advice and customized solutions for clients. Responsible for triaging client leads and building financial plans while meeting with clients regularly.
Responsibilities
- Provides comprehensive advice and customized solutions to clients
- Triages client leads and makes referrals to business partners
- Meets with clients to review financial and investment goals
- Builds financial plans and recommends brokerage products
- Applies and expands knowledge by completing required licenses and trainings
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
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals, navigates complexity, and prioritizes tasks
- Likes to learn and adapts to new information
- Is thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for physical, emotional, and financial wellness
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