Senior Financial Accountant at Global University Systems managing multi - currency ledgers and financial reporting responsibilities. Supporting statutory accounts preparation and enhancing financial processes.
About the role
- 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.
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages time and capacity
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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