Strategic Financial Advisory Architect

Bank of America; Campania; In loco; EUR 40.000 - 70.000; Tempo pieno

Descrizione del lavoro

A leading financial services provider in Italy is seeking a financial advisor to assist clients in achieving their financial goals. The successful candidate will have comprehensive responsibilities including triaging client leads, recommending brokerage products, and building financial plans. Candidates should possess Series 7 & 66 licenses, with prior experience in the investments or sales industry. This role operates in a fast-paced environment, fostering client relationships while managing risk and compliance.

Competenze

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• Strong computer skills with the ability to multitask.

Mansioni

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investments strategies.
• Triages client requests and makes referrals to appropriate service providers.

Conoscenze

Advisory

Client Management

Risk Management

Active Listening

Oral Communications

Attention to Detail

Formazione

Series 7 & 66 licenses

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Descrizione del lavoro

A leading financial services provider in Italy is seeking a financial advisor to assist clients in achieving their financial goals. The successful candidate will have comprehensive responsibilities including triaging client leads, recommending brokerage products, and building financial plans. Candidates should possess Series 7 & 66 licenses, with prior experience in the investments or sales industry. This role operates in a fast-paced environment, fostering client relationships while managing risk and compliance.