Strategic Financial Planner & Advisor

Bank of America; Napoli; In loco; EUR 35.000 - 50.000; Tempo pieno

Descrizione del lavoro

A global financial institution located in Naples seeks a qualified financial advisor to help clients meet their financial goals through customized solutions. Responsibilities include building financial plans and recommending appropriate products. Candidates should hold the required licenses and have relevant experience in finance and sales. Strong relationship management skills are essential for success in this role.

Competenze

• Currently holds Series 7 & 66 licenses, or Series 63 / 65 and can obtain 66 within 60 days.
• At least one year experience in the investments industry.
• Strong relationship building and communication skills.

Mansioni

• Assist clients with financial and investment goal planning.
• Recommends banking and investment strategies.
• Triages client requests and makes appropriate referrals.

Conoscenze

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

Formazione

Series 7 & 66 licenses

Descrizione del lavoro

A global financial institution located in Naples seeks a qualified financial advisor to help clients meet their financial goals through customized solutions. Responsibilities include building financial plans and recommending appropriate products. Candidates should hold the required licenses and have relevant experience in finance and sales. Strong relationship management skills are essential for success in this role.