Senior Financial Analyst for The Boeing Company conducting financial analysis and providing insights for strategic decisions. Collaboration with cross - functional teams and cost optimization responsibilities.
About the role
- Financial Advisor role assisting clients in investments and insurance through comprehensive financial planning. Collaborating with branch staff to ensure customer's goals are achieved.
Responsibilities
- Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
- Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
- Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
- Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
- Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
- Performs other duties as assigned.
Requirements
- High School Diploma
- Minimum of 1 year of investment sales experience
- Series 7, 63, 65/66 and Life and Health Licenses
- Bachelor's Degree (Preferred)
- At least 2-3 years of experience in an investments area (Preferred)
- Experience coaching, influencing and developing individuals in a team environment (Preferred)
- Track record of exceeding expectations as well as assigned goals and targets (Preferred)
- Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up (Preferred)
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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