- 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
- Triages 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
- 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.
- 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
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses
- 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 CommunicationsShift:1st shift (United States of America)
-
Financial Solutions Advisor
há 1 semana
Bank of America Rio Grande, Brasil Tempo integralDescription · : · This job is responsible for providing comprehensive 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 ...
-
Geoscience Client Advisor
há 1 semana
S&P Global Rio de Janeiro, Brasil**The Role**: Geoscience Client Advisor · **The Location**: Rio de Janeiro (Brazil) · **The Team**: You will be part of the Commodity Insights Client Service team. Our team provides customer support and trainings in the Latin America region for our international Exploration & Pro ...
-
Client Services
há 2 semanas
S&P Global Rio de Janeiro, Brasil**The Role**: Client Services - Geoscience Advisor · **The Grade/Level ( relevant for internal applicants only )**: 10 · **The Location**: Rio de Janeiro (Brazil) · **The Team**: You will be part of the Commodity Insights Client Service team. Our team provides customer support an ...
-
Client Services
há 1 semana
S&P Global Rio de Janeiro, Brasil**The Role**: Client Services - Geoscience Advisor · **The Location**: Rio de Janeiro (Brazil) · **The Team**: You will be part of the Commodity Insights Client Service team. Our team provides customer support and trainings in the Latin America region for our international Explor ...
-
Consultor(a) SAP SD Ams
há 2 semanas
IBM Rio de Janeiro, Brasil**Introduction** · As a Consultant you will serve as a client-facing practioner who sells, leads and implements expert services utilizing the breadth of IBM's offerings and technologies. A successful Consultant is regarded by clients as a trusted business advisor who collaborates ...
-
Solutions Architect, Iberia
há 1 semana
SecurityScorecard Rio de Janeiro, Brasil**About SecurityScorecard**: · Funded by world-class investors including Silver Lake Waterman, Moody's, Sequoia Capital, GV, Riverwood Capital, and others with over $290 million in funding, SecurityScorecard is the global leader in cybersecurity ratings and the only service with ...
-
Digital Account Manager
há 6 dias
Smart Age Solutions Rio de Janeiro, Brasil**Exciting Career Opportunity at Smart Age Solutions: Join Our Global Team as an Account Manager** · Are you ready to embark on a rewarding career journey with Smart Age Solutions? We're a dynamic Digital Marketing agency with headquarters in New York and a vibrant branch in Rio ...
-
Intern - Naval Architecture
há 3 semanas
DNV Rio de Janeiro, BrasilLocal Unit & Position Description: · Energy Systems division is searching for · ** Intern** to the Technical Advisory team to perform the main tasks as below: · Technical Development in: · Structural and stability analysis for floating strutures · Hydrodynamic analysis · Mooring ...
-
Cloud Solution Architecture
há 1 semana
Microsoft Rio de Janeiro, BrasilWith over 17,000 employees worldwide, the Microsoft Customer Experience & Success (CE&S) organization is responsible for the strategy, design, and implementation of Microsoft's end-to-end customer experience. Come join CE&S and help us build a future where customers come to us no ...
-
Cloud Solution Architecture Security
há 2 semanas
Microsoft Rio de Janeiro, BrasilMicrosoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity ...
-
Administrative Assistant
há 1 semana
DNV Rio de Janeiro, BrasilLocal Unit & Position Description: · DNV Maritime is seeking an Administrative Assistant to join our team in Rio de Janeiro to deliver support services for our operations in South America, including Brazil, Argentina and Chile. · **Main tasks** · - Ensure that the work or duties ...
-
Consumer Industries Business Processes Senior
há 2 semanas
SAP Rio de Janeiro, Brasil**We help the world run better** · **PURPOSE AND OBJECTIVES** · To address customer requirements in Agribusiness segment. As SAP Consultant, will have to support current and upcoming SAP projects as well as key customers on their implementations of innovation products, mainly in ...
-
Lawyer Specialist Senior
há 2 semanas
Hydro Rio de Janeiro, BrasilHydro REIN offers renewable energy solutions for cleaner and more sustainable industries. Our goal is to help our industrial clients take part in the energy transition. We facilitate access to affordable renewable power, which we will source from our own portfolio of hydro, solar ...
-
Electrical Engineering Intern
há 2 semanas
DNV Rio de Janeiro, BrasilLocal Unit & Position Description: · Energy Systems division is searching for · ** Intern** to the Technical Verification team, focused on Offshore, Mid and Downstream market, to perform the main tasks as below: · Technical Verification of: · Control Panels · Electrical Equipment ...
-
Decarbonization Hydrogen Senior Consultant
há 1 semana
DNV Rio de Janeiro, BrasilLocal Unit & Position Description: · The role may require international travel. · Responsibilities include: · - Leading green hydrogen pre-feasibility assessments and market entry studies · - Designing decarbonization strategies and roadmaps, including policy, procedures and moni ...
-
Senior Surveyor
há 2 semanas
DNV Rio De Janeiro, BrasilLocal Unit & Position Description: · DNV South America is seeking a Senior Surveyor to join our team in Brazil as part of our Business Area Maritime Region Americas. · As a fleet in service Surveyor you will be member of a highly qualified team serving the maritime industry and v ...
-
Direct Tax Analyst
há 3 semanas
Yinson Rio de Janeiro, Brasil**Date Posted**:06-Jan-2023**Legal Entity**:Yinson Boronia Serviços de Operação Ltda**Job Function**:Finance**Location**:Rio De Janerio**Employment Type**:Permanent**Location**: Rio De Janerio- Yinson is a dynamic, equal opportunity employer with great organisational culture wher ...
-
Indirect Tax Analyst
há 3 semanas
Yinson Rio de Janeiro, Brasil**Date Posted**:03-Jan-2023**Legal Entity**:Yinson Boronia Serviços de Operação Ltda**Job Function**:Finance**Location**:Rio De Janerio**Employment Type**:Permanent- Yinson is a dynamic, equal opportunity employer with great organisational culture where people are valued and empo ...
-
Legal Counsel, Energy Power Plants
há 6 dias
Wärtsilä Rio de Janeiro, Brasil**Legal Counsel, Energy Power Plants**: · Wärtsilä is an innovative technology company known for being a forerunner in the Marine and Energy markets. Every day, we - Wärtsilians - put our hearts and minds into turning Wärtsilä's purpose of enabling sustainable societies through i ...
-
Senior Marine and Offshore Surveyor
há 3 semanas
Lloyd's Register Group Rio de Janeiro, Brasil**Date**:6 Jun 2023 · **Location**: Rio de Janeiro, RJ, BR, · **Company**:Lloyds Register · Job ID: 38387 · **Senior Marine and Offshore Surveyor** · **Location: - **Recife, Brazil (Home based) · **What we're looking for** · Bring your Class society, offshore certification, and ...
Financial Solutions Advisor - Rio Grande, Brasil - Bank Of America
Descrição
:This job is responsible for providing comprehensive 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.
Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:
Desired Qualifications:
Skills: