Financial Analyst at Mangrove Lithium responsible for financial planning, analysis, and modeling for plant and corporate projects. Collaborating with Business Development and Engineering teams while monitoring market trends.
About the role
- Financial Consultant at T. Rowe Price delivering retirement strategies to enhance financial well-being of participants. Providing comprehensive consultations and consultations aimed at retention and acquisition of assets.
Responsibilities
- Provide comprehensive consultations to participants over the phone as part of dedicated sales team model for high value retirement plan participants.
- Demonstrate a consultative approach while positioning products and services to participants pertaining to retirement planning during life changing events.
- Obtain knowledge of the participant’s financial portfolio objectives, asset composition and help them navigate to appropriate next steps.
- Retain assets through education and guidance of available plan-specific and general distribution options.
- Acquire new assets through on-going consultation follow-ups.
- Diligently manage a pipeline of opportunities to nurture client/participant relationships.
- Serve as a single point of contact and assist clients through transitions.
- Organize calendar and leads effectively to execute results.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 2+ years of total relevant work experience with inbound and/or phone-based sales
- FINRA Series 7 and 66
- 3+ years of related experience with inbound and/or phone-based sales (preferred)
- Systems knowledge pertaining to Microsoft Suite, Salesforce and/or Synergy
- Proficient understanding of Retirement Investment Products and qualified retirement plans
- Chartered Retirement Planning Counselor (CRPC®) (obtained within 180 days of hire)
- Certified Financial Planner designation (CFP®)
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Risk Analyst supporting credit and liquidity risk management at VFX Financial. Collaborating with financial teams and overseeing margin calls within a hybrid work environment.
Financial Solutions Advisor at Bank of America providing customized financial advice and solutions. Responsible for building client relationships and delivering tailored investment strategies.
Financial Solutions Advisor at Bank of America, providing advice and customized solutions to achieve clients' financial goals. Planning, recommending, and managing investment strategies aligned with client's needs.
Financial Solutions Advisor providing comprehensive financial advice to clients at Bank of America. Helping clients achieve financial goals by recommending investment strategies and products in a collaborative environment.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients to achieve their financial goals. Assisting clients with brokerage products and investment strategies to align with their needs.
Finance Assistant responsible for processing invoices and maintaining billing data. Join a collaborative finance team in a hybrid working environment from Egham, Surrey.
Finance Specialist providing specialized accounting services to the Europe Region. Involved in processing invoices, accounting close, and financial management under TNC policies.
Manager, FP&A overseeing financial planning and analysis for B2C business. Collaborating across Europe, US, and Japan in a data - driven international environment.
Director of Global FP&A leading financial planning and analysis for B2C and B2B at Coolbet. Collaborating with senior leaders and managing a diverse team in Tallinn.