Financial Solutions Advisor
2 settimane fa
DescriptionThis job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications Currently holds Series 7 & 66 (63 & 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.Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.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.Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment.At least three years’ experience working in the financial service industry and / or a sales environment where goals were met or exceeded.Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).Obtained your insurance licenses.Skills Advisory
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Financial Solutions Advisor
22 ore fa
Naples, Italia Altro A tempo pienoA financial services firm in Campania is seeking a Financial Solutions Advisor to assist clients in achieving their financial goals. You will provide a complete range of banking and investment advice, engage with clients, and manage referrals. Ideal candidates should possess strong communication skills and multitasking abilities in a fast-paced setting. A...
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Financial Solutions Advisor
22 ore fa
Naples, Italia Altro A tempo pienoDescriptionThe primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include : Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve...
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Financial Solutions Advisor
2 settimane fa
Naples, Italia Bank of America A tempo pienoDescription :The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve...
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Financial Solutions Advisor
2 settimane fa
Naples, Italia Bank of America A tempo pienoDescription :This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a...
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SOLUTIONS ADVISOR
3 settimane fa
Naples, Italia Synergie Filiale di Napoli Stage A tempo pienoDescrizione aziendaSynergie Italia, Agenzia per il Lavoro, ricerca per importante azienda una risorsa da inserire nel ruolo di: Solutions Advisor PosizioneSiamo alla ricerca di una figura da inserire all’interno dell’area di mercato della Pubblica Amministrazione Locale, per attività di back-office (assistenza, consulenza, formazione) in materia...
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Financial Solutions Advisor
2 settimane fa
Naples, Italia Altro A tempo pienoDescriptionThis job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a...
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Senior Private Banker
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Naples, Italia Bank of America A tempo pienoA major financial institution in Campania is seeking a seasoned professional to drive client relationships and business development. This role demands over 12 years of experience in private banking or complex financial services, responsible for sourcing new clients and leading a team. Ideal candidates will excel in negotiation and client engagement while...
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SOLUTIONS ADVISOR
3 settimane fa
Naples, Italia Synergie Filiale di Napoli Stage A tempo pienoDescrizione aziendaSynergie Italia, Agenzia per il Lavoro, ricerca per importante azienda una risorsa da inserire nel ruolo di:ADDETTA/O BACK OFFICE - PUBBLICA AMMINISTRAZIONEPosizioneSiamo alla ricerca di una figura da inserire all interno dell area di mercato della Pubblica Amministrazione Locale, per attività di back-office (assistenza, consulenza,...
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Naples, Italia Gucci America Inc. A tempo pienoDescription Role Mission As a Gucci Senior Client Advisor, you will assist the Store Director and Team Manager in the driving of sales results, training and supervision of Client Advisors, merchandise management and daily store operations. You will be a dynamic and inspiring leader who has a strong background in relationship building skills, with both...
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Market Leader, Private Bank Growth
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Naples, Italia Altro A tempo pienoA leading financial institution is seeking a Market Executive in Campania, Italy, responsible for driving growth and overseeing market integration. The ideal candidate will have a track record in managing client relationships and developing talent. This role requires strong business judgement and the ability to deliver on financial metrics. Candidates must...
