Financial Solutions Advisor providing comprehensive financial advice and tailored solutions for clients. Building financial plans and recommending brokerage products in a client - focused environment.
About the role
- Advisory Trading Analyst optimizing investment outcomes and executing trades across multiple asset classes. Collaborating with financial representatives and clients within a dynamic environment.
Responsibilities
- Provide consultative guidance on trading strategies and investment solutions tailored to client objectives
- Execute trades across multiple asset classes—equities, ETFs, mutual funds, and fixed income—with precision and efficiency
- Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights
- Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies
- Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections
- Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy
Requirements
- Associate’s or Bachelor’s degree in Finance, Business, Economics, or related field
- 2+ years in trading, investment operations, or client advisory within financial services
- Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics
- Proficiency with trading platforms and financial software
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Finance Manager serving as a finance partner for specified Lines of Business at Bank of America. Leading forecasting and stress testing responsibilities with a team across secured lending products.
Financial Solutions Advisor at Bank of America, offering tailored financial advice to clients. Responsible for building investment plans and managing client relationships for financial success.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients in New York. Helping clients achieve their financial goals and objectives.
Business Support Manager overseeing administrative functions for a complex department. Collaborating with various stakeholders to drive change in the GWIM Credit platform.
Asset Finance Specialist supporting businesses across regional Queensland to achieve success. Providing specialist financing advice and implementing proactive sales strategies for asset finance opportunities.
Multi - Discipline Placement Intern at AGCO Finance exploring finance and risk operations. Responsible for various tasks in finance, risk management, and commercial operations.
Internship in Financial Services with PwC, focusing on audit work and gaining practical experience in the financial sector. Collaborative environment with mentors and team events.
Internship in Financial Services focusing on thesis writing with PwC's audit teams. Gaining knowledge and practical insights in the financial sector
Part - Time Financial Adviser supplementing income by providing financial advice in South Africa. Role involves building trust, identifying sales opportunities, and driving customer engagement.