Strategic Financial Planner & Investment Advisor

Bank of America; La Chapelle-au-Mans; Sur place; EUR 45 000 - 70 000; Plein temps

Résumé du poste

A leading financial institution in France is seeking a financial advisor responsible for providing tailored advice and solutions to clients. Key responsibilities include triaging client leads and recommending investment strategies. Candidates should hold Series 7 & 66 licenses and have experience in the financial service industry. The position offers an opportunity to thrive in a fast-paced environment with a focus on client relationships and comprehensive financial planning.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• Experience in the financial service industry and/or sales environment.

Responsabilités

• Works with clients to build financial plans with brokerage products.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.

Connaissances

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Formation

Series 7 & 66 Licenses

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Description du poste

A leading financial institution in France is seeking a financial advisor responsible for providing tailored advice and solutions to clients. Key responsibilities include triaging client leads and recommending investment strategies. Candidates should hold Series 7 & 66 licenses and have experience in the financial service industry. The position offers an opportunity to thrive in a fast-paced environment with a focus on client relationships and comprehensive financial planning.