Assistente Financeiro(a) managing financial tasks including billing and client communication at a leading Out of Home media company. Engaging in financial validations and report deliveries.
About the role
- Financial Solutions Advisor providing customized financial advice and solutions to clients. Responsibilities include triaging leads and recommending financial products based on client needs and goals.
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 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your 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 your 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
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Not specified
Degree requirement
Location requirements
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