Associate supporting structured finance transactions in renewable energy sector. Collaborating with global teams to help deliver ambitious growth targets in solar and energy storage projects.
About the role
- Utilize hospitality experience to engage clients and develop financial strategies at Snow Financial Group. A role focused on relationship building in the financial services sector.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- Previous experience in financial services or insurance is not required.
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Significant bonus opportunity commensurate with outcomes
- Life insurance
- Retirement plan
- Ongoing professional development
- Local culture of support and positive recognition
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Director in the Financial Controls Office at Equitable leading ICFR strategy and internal controls innovation.
Head of Finance managing strategic operations at Vendelux, a Series A SaaS company. Directly overseeing a team of finance and operations professionals for growth and efficiency.
Technical Lead for Open Finance solutions in Brazil focusing on data sharing and ensuring compliance. Leading a development team to build scalable and secure platforms within regulatory standards.
Pessoa Desenvolvedora - Sênior (Open Finance) focusing on innovative growth solutions at Unicred do Brasil.
Supervisor Financeiro managing treasury responsibilities and team development for Riachuelo's finance sector. Ensuring accuracy in financial processes and leadership support.
Senior Financial Analyst working with the Corporate Financial Planning & Analysis team at Match Group. Responsible for preparing forecasts, budgets, and financial materials for executive leadership.
Head of Financial Institutions serving as subject matter expert on digital assets in traditional financial services. Driving engagement, product development, and regulatory compliance for institutional clients.
Strategic Finance Analyst driving financial planning and analysis at DailyPay. Collaborating with cross - functional teams to optimize financial performance and support strategic goals.
Financial Analyst at COPASS Saúde ensuring excellence in client financial interactions and support. Involves supervision, analysis, and reporting in financial operations.