Interim CFO leading financial operations at Charles River CFO. Overseeing financial strategy, reporting, and regulatory compliance within a credit union environment in Maine.
About the role
- Financial Advisor guiding clients in finance while providing personalized insurance and financial planning solutions. Engaging in client consultations and developing comprehensive financial strategies.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- Education: A bachelor's degree in finance, business, or a related field is strongly preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Finance Administrator overseeing financial management and reporting activities for Sedgwick in Korea. Responsible for budget planning, compliance, and insightful financial advice to management.
Senior Project Finance Analyst developing financial models for renewable energy projects. Collaborating across functions to enhance financing processes and project performance.
Head of Finance managing financial operations and compliance at a fintech firm in Cyprus. Leading a team and providing strategic financial insights for decision - making in a hybrid environment.
Specialist in Project Financial Management providing lifecycle support for client engagements. Managing project setup, invoicing, and ensuring compliance with Aurecon internal policies.
Finance Analyst supporting Product Development Finance functions at Ford. Collaborating with cross - functional teams to ensure vehicle profitability and financial targets are met.
Financial Solutions Advisor role at Bank of America guiding clients to achieve financial goals. Responsibilities include providing advice, triaging leads, and recommending products.
Manage daily operations and employee performance at financial center for Bank of America. Focus on client - centric solutions, operational excellence, and team development.
Financial Advisor responsible for building relationships and developing business for Merrill Wealth Management. Collaborating with financial advisor teams to grow client portfolios in a dynamic environment.
Seeking Financial Solutions Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals at Bank of America.