Financial Solutions Specialist
vor 2 Wochen
About the Role
This position is responsible for providing comprehensive financial 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.
Key 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 solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Trianges client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Requirements
- Currently holds Series 7 & 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
-
Financial Solutions Advisor
vor 1 Monat
Wien, Wien, Österreich Bank of America VollzeitAbout the RoleThis position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include:Triage client leads and make referrals to business partners based on client needs and asset thresholds.Meet with clients to review financial and investment goals, build a...
-
Financial Solutions Advisor
vor 2 Wochen
Wien, Wien, Österreich Bank of America VollzeitAbout the RoleThis position is responsible for providing comprehensive financial 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...
-
Financial Management Specialist
Vor 6 Tagen
Wien, Wien, Österreich IAEA VollzeitJob Title: Financial Management SpecialistJoin the International Atomic Energy Agency (IAEA) as a Financial Management Specialist and contribute to the organization's mission to promote peaceful use of nuclear energy.About the RoleWe are seeking a highly skilled and experienced professional to provide financial management and advisory services to the IAEA's...
-
Cash Management Specialist
vor 2 Wochen
Wien, Wien, Österreich PXP Financial Vollzeit{"title": "Cash Management Specialist", "description": "About the RolePXP Financial is seeking a highly skilled Cash Management Specialist to join our team in Vienna, Austria. As a key member of our finance team, you will be responsible for managing cash and liquidity, ensuring fit-for-purpose processes, controls, and reporting are in place and...
-
Cash Management Specialist
Vor 3 Tagen
Wien, Wien, Österreich PXP Financial VollzeitAbout the RoleWe are seeking a highly skilled Cash Management Specialist to join our team at PXP Financial. As a key member of our finance team, you will be responsible for managing cash and liquidity, ensuring fit-for-purpose processes, controls, and reporting are in place and maintained.Key ResponsibilitiesProvide oversight, control, analysis, and...
-
Cash Management Specialist
vor 12 Stunden
Wien, Wien, Österreich PXP Financial VollzeitAbout the RoleWe are seeking a highly skilled Cash Management Specialist to join our team at PXP Financial. As a key member of our finance department, you will be responsible for managing cash and liquidity, ensuring fit-for-purpose processes, controls, and reporting are in place and maintained.Key ResponsibilitiesProvide oversight, control, analysis, and...
-
Financial Management Specialist
vor 3 Wochen
Wien, Wien, Österreich IAEA VollzeitJob Description**Financial Management and Programme Analysis**We are seeking a highly skilled Financial Management Specialist to join our team at the International Atomic Energy Agency (IAEA). The successful candidate will be responsible for analyzing and evaluating best practices in financial management and programme analysis.Key Responsibilities:Develop...
-
Cash Management Specialist
vor 2 Wochen
Wien, Wien, Österreich PXP Financial VollzeitAbout the RoleWe are seeking a highly skilled Cash Management Specialist to join our team at PXP Financial. As a key member of our finance team, you will be responsible for managing cash and liquidity, ensuring fit-for-purpose processes, controls, and reporting are in place and maintained.Key ResponsibilitiesProvide oversight, control, analysis, and...
-
Financial Operations Specialist
vor 4 Wochen
Wien, Wien, Österreich Alliance Defending Freedom VollzeitAbout the Role:We are seeking a highly skilled Financial Operations Specialist to join our team at Alliance Defending Freedom. As a key member of our finance department, you will be responsible for managing all financial transactions, including fixed payments, variable expenses, and bank deposits for Europe.Key Responsibilities:Manage all accounting...
-
Financial Reporting Specialist
vor 4 Wochen
Wien, Wien, Österreich enspired GmbH VollzeitJob DescriptionWe are seeking a highly skilled Financial Reporting Specialist to join our team at enspired GmbH.As a key member of our finance team, you will be responsible for preparing and analyzing accurate financial reports, ensuring compliance with accounting principles and regulations.Key Responsibilities:Financial Reporting: Prepare and analyze...
-
Data Security Solutions Specialist
vor 3 Wochen
Wien, Wien, Österreich Microsoft VollzeitAbout the RoleWe are seeking a highly skilled Compliance Technical Specialist to join our team within the Microsoft Security organization. As a key member of our Solution Specialist Unit, you will play a critical role in educating and demonstrating the value of our data security solutions to our customers.Key ResponsibilitiesWork with sales, technical,...
-
Financial Reporting Specialist
vor 1 Woche
Wien, Wien, Österreich Erste Group Bank AG VollzeitJoin Erste Group Bank AG as a Group Reporting SpecialistWe are seeking a highly skilled Group Reporting Specialist to join our team in Wien. As a key member of our Consolidation team, you will be responsible for preparing IFRS Consolidated Financial Statements, FINREP, and CSRD reporting.Your Key ResponsibilitiesSupport the development and maintenance of...
-
Financial Controlling Specialist
vor 1 Monat
Wien, Wien, Österreich enspired GmbH VollzeitPosition OverviewAre you ready to make a significant impact in the financial landscape of the energy sector? We are seeking a (Senior) Financial Controlling Specialist (f/m/x) with extensive experience to oversee our financial reporting processes.Key ResponsibilitiesAs a vital member of our dedicated team, you will:Prepare and scrutinize precise financial...
-
Treasury Servicing Solutions Specialist
vor 4 Wochen
Wien, Wien, Österreich Erste Group Bank AG VollzeitAbout Erste Group Bank AGErste Group Bank AG is a leading banking group in Central and Eastern Europe, with a rich history dating back to 1819. As a pioneer in the financial services industry, we offer a wide range of innovative solutions to our customers.About the RoleWe are seeking a highly skilled Treasury Servicing Solutions Specialist to join our team....
-
Account Development Manager
vor 4 Wochen
Wien, Wien, Österreich PXP Financial VollzeitAbout the RoleWe are seeking a highly skilled Account Development Manager to join our team at PXP Financial. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our existing clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesManage a portfolio of...
-
Financial Reporting Specialist
Vor 3 Tagen
Wien, Wien, Österreich RHI Magnesita VollzeitAbout YouWe are seeking a highly skilled and motivated Financial Reporting Specialist to join our team at RHI Magnesita. As a key member of our finance department, you will be responsible for preparing and analyzing financial reports, ensuring accuracy and compliance with regulatory requirements.What We Expect from YouEducation & SkillsCompleted business...
-
Financial Reporting Specialist
vor 12 Stunden
Wien, Wien, Österreich RHI Magnesita VollzeitAbout YouWe are seeking a highly skilled and motivated Financial Reporting Specialist to join our team at RHI Magnesita. As a key member of our finance department, you will be responsible for preparing and analyzing financial reports, ensuring accuracy and compliance with regulatory requirements.What We Expect from YouEducation & SkillsCompleted business...
-
Financial Sanctions Specialist
vor 4 Wochen
Wien, Wien, Österreich Erste Group Bank VollzeitAbout the RoleWe are seeking a highly skilled Financial Sanctions Specialist to join our team at Erste Group Bank. As a key member of our Compliance department, you will play a critical role in ensuring our bank's compliance with European and international financial sanctions regimes and embargoes.Key ResponsibilitiesAct as a central Compliance contact...
-
Financial Controlling Specialist
vor 1 Monat
Wien, Wien, Österreich enspired GmbH VollzeitJob OverviewAre you ready to contribute to the clean energy transition? We are seeking a (Senior) Financial Controlling Specialist (f/m/x) with a minimum of five years of experience to oversee our financial reporting.Key ResponsibilitiesAs a vital member of our dedicated team, you will:Prepare and evaluate precise financial reports, ensuring adherence to...
-
Financial Controlling Specialist
vor 1 Monat
Wien, Wien, Österreich enspired GmbH VollzeitPosition OverviewAre you ready to contribute to the energy transition? We are seeking a Senior Financial Controlling Specialist (f/m/x) with over five years of expertise to take charge of our financial reporting processes.Key ResponsibilitiesAs a vital member of our dedicated team, you will:Prepare and scrutinize precise financial reports, ensuring adherence...