Senior Financial Analyst, FP&A – Specialty
Acrisure
ERPPythonSQLTableau
Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Houston • Texas • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- 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 plan, and recommend brokerage products.
- Recommend banking and investments strategies that align with client financial goals and needs.
- Mitigate and control risk as part of daily activities.
- Identify and engage potential new clients through referrals or financial center clientele.
- Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
- Apply and expand knowledge by completing required licenses and trainings.
- Comply with SAFE Act registration requirements for residential loan mortgage originations, including background check and registration.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66). 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.
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
- Desired: Bi-lingual Spanish speaking.
- Desired: Strong computer skills with an ability to multitask in a demanding environment.
- Desired: At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Desired: Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Desired: Obtained your insurance licenses.
Benefits
- offering competitive benefits to support their physical, emotional, and financial well-being
- opportunities to learn, grow, and make an impact
- inclusive workplace, attracting and developing exceptional talent
- recognizing and rewarding performance
- multi-faceted approach for flexibility depending on role-specific considerations
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Series 7Series 66Series 63Series 65investment productsbrokerage productsfinancial planningrisk managementregulatory complianceinsurance licenses
Soft skills
goal settingrelationship buildingcollaborationeffective communicationtime managementadaptabilityproblem solvingthoroughnessthoughtfulnessclient engagement
Certifications
Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)