Senior Financial Analyst in a climate technology company supporting Electronics and Controls business. Delivering financial analysis, budgeting, forecasting, and collaboration across functions.
About the role
- Financial Advisor providing financial planning and investment management services to clients. Building relationships and customizing financial plans to help clients achieve their financial dreams.
Responsibilities
- Connect with clients to understand their financial needs and goals.
- Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
- Develop and implement tailored financial plans to help clients reach their objectives.
- Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
- Keep up with industry trends and regulations to offer the most current advice.
Requirements
- At least 3 years in financial planning and investment management.
- Experience with high net worth clients is a plus.
- Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
- A Master's degree is a bonus.
- Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7).
- Applicable State Life and Annuity Insurance Licenses.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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