Senior Financial Analyst impacting finance through budgeting, forecasting, and financial modeling for a premier e - commerce brand. Collaborating with leadership to drive financial insights and decisions.
About the role
- Investment Representative at Redwood Credit Union managing financial services and building client relationships. Collaborating with clients to create tailored financial solutions using LPL Financial resources.
Responsibilities
- Service an existing book of business upon hire
- Build a strong client base with the credit union’s exceptional referral system
- Find new clients via the credit union’s member base
- Create client solutions without proprietary products
- Grow business with LPL’s combination of tools, technology, and support
- Capitalize on the credit union’s reputation and community standing
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Benefits
- Access to proprietary technology and a suite of customized services
- Open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help create client solutions
- Freedom to create solutions specific to client goals
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Senior Financial Analyst providing comprehensive financial support for Excellerate Products teams. Partnering on strategic decision - making and leading budgeting, forecasting, and variance analysis activities.
Marketing Manager responsible for implementing strategic marketing plans to drive growth for Armanino’s Corporate Finance & Advisory services across multiple industries. Collaborating with stakeholders and managing campaigns for measurable impact.
Investment Management Intern position involving analysis of financial data with Landmark Properties. Support execution, evaluation, and reporting on student housing and multifamily properties.
Customer service role at Old Mutual handling client inquiries and relationship management. Responsibilities include solutions analysis, operational compliance, and business development.
Provides financial advice to allocated markets for Old Mutual while ensuring quality customer service and business retention. Develops relationships and monitors market data for business development strategies.
Financial Advisor providing expertise on financial products within allocated markets at Old Mutual. Customer service - focused with responsibilities in business development and relationship management.
Commissioned Financial Adviser empowering clients to achieve financial goals. Focused on providing sound advice and expanding business through new and existing customer relationships.
Financial Advisor providing product advice and customer service at Old Mutual. Analyzing customer needs and managing relationships to secure business opportunities.
Financial Adviser advising clients on financial planning while building customer relationships. Focused on identifying customer needs and sales opportunities.