FP&A Manager driving financial insight at MPB. Overseeing budget delivery and forecasting processes in a dynamic finance environment for a global platform.
About the role
- Financial Advisor responsible for developing client relationships and providing investment advice at Merrill. Collaborating with Financial Advisor Teams to promote portfolio growth and build a successful career.
Responsibilities
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Benefits
- Competitive benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Managing Director in Public Finance delivering affordable housing solutions. Responsible for client engagement and securing financing arrangements in the Affordable Housing sector.
Compliance Analyst conducting branch inspections and related compliance reviews at Key Investment Services. Responsible for documentation, communication, and compliance guidance to stakeholders.
Senior finance leader overseeing budgeting and financial governance for Taco Bell Foundation. Leading a finance team and ensuring financial insights inform decision - making.
Vice President of Finance leading financial strategy for The Dallas Morning News and Medium Giant. Influencing growth and operational excellence for two iconic brands in media and marketing.
Finance Manager responsible for financial oversight and guidance within ABS. Prepare budgets, audits, and financial reports to support senior management decisions.
Finance leader for a fast - growing SaaS company in Guelph, responsible for financial strategy and team leadership. Driving sustainable growth and capital efficiency among company objectives.
Head of Finance responsible for Dubai's financial operations and governance, overseeing multi - entity execution in the DeFi industry.
Associate Director managing Project Finance for renewable energy projects at Huntington Bank. Focused on underwriting, structuring, and portfolio management for sustainable investments.
FP&A Manager responsible for financial planning and analysis at leading global internet performance provider. Collaborating with senior leaders to meet financial objectives and drive strategic insights.