Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Client advisor providing comprehensive financial solutions for Bank of America clients. Responsible for advising, planning, and executing tailored financial strategies.
Responsibilities
- providing comprehensive advice and customized solutions to clients
- triaging client leads
- making referrals to business partners based on client needs
- meeting with clients to review financial and investment goals
- building a financial plan
- recommending brokerage products
- applying and expanding knowledge by completing required licenses and trainings
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently
- Manages goals, navigates complexity, prioritizes tasks
- Thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- access to paid time off
- resources and support to our employees
- industry-leading benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Personal Financial Representative building financial services practice with Allstate resources. Leveraging agency partnerships and support to drive business in the community.
Senior Finance Manager overseeing Finance Operations and Financial Planning & Analysis at Mercuryo, a fintech startup in Croatia.
Business Finance Manager leading financial tasks and insights for the US region at NNIT, Inc. Collaborating with stakeholders and managing financial projections and reporting processes.
Investment Operations Specialist managing vendor relationships and contract negotiations for investment data services at a global investment management firm. Collaborating with cross - functional teams to ensure data needs are met.
Microsoft Dynamics 365 Senior Consultant managing the overall Dynamics 365 environment for Theeb. Collaborating with stakeholders and ensuring business alignment for digital transformation.
Manager in Finance Consulting focused on analyzing client needs and developing financial solutions for optimal performance at PwC. Responsible for coaching and managing team performance in Kolkata and Gurgaon.
Operations Intern aiding Guggenheim's Investment Management Operations team with various tasks. Involvement in Trade Operations, Data Services, Loan Operations, and Portfolio Management efforts.
Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
Financial Analyst III at WashU developing and monitoring budgets and financial reports. Collaborating with department heads and training personnel in financial operations and reporting.