Financial Solutions Specialist
Vor 5 Tagen
This role is responsible for providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.
Key Responsibilities- Work 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
- Recommend banking and investments strategies that align with client financial goals and needs
- Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds
- 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
- Currently holds Series 7 & 66 (63 & 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
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Small Business Financial Solutions Specialist
Vor 5 Tagen
Hannover, Niedersachsen, Deutschland Bank of America VollzeitAbout the Role:This position is responsible for providing expert financial solutions to small businesses with annual revenues up to $5 million. The ideal candidate will have a proven track record of delivering comprehensive financial solutions and managing high-value client relationships.Key Responsibilities:Support the growth of the small business customer...
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Small Business Financial Solutions Specialist
Vor 5 Tagen
Hannover, Niedersachsen, Deutschland Bank of America VollzeitAbout the Role:This position is responsible for providing expert financial solutions to small businesses with annual revenues up to $5 million. The ideal candidate will have a proven track record of delivering comprehensive financial solutions and managing high-value client relationships.Key Responsibilities:Support the growth of the small business customer...
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Hannover, Niedersachsen, Deutschland Bank of America VollzeitAbout the RoleThis position is responsible for delivering comprehensive financial solutions to small businesses with annual revenues up to $5 million. The ideal candidate will have a proven track record in consultative sales and be able to analyze financial conditions of clients and industry trends.Key ResponsibilitiesManage the end-to-end client journey to...
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Hannover, Niedersachsen, Deutschland Bank of America VollzeitAbout the RoleThis position is responsible for delivering comprehensive financial solutions to small businesses with annual revenues up to $5 million. The ideal candidate will have a proven track record in consultative sales and be able to analyze financial conditions of clients and industry trends.Key ResponsibilitiesManage the end-to-end client journey to...
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Financial Solutions Advisor
vor 12 Stunden
Hannover, Niedersachsen, Deutschland 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 triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals,...
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Financial Solutions Advisor
vor 12 Stunden
Hannover, Niedersachsen, Deutschland 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 triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals,...
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Financial Accounting Specialist
Vor 7 Tagen
Hannover, Niedersachsen, Deutschland Gasunie Deutschland Transport Services GmbH VollzeitGasunie Deutschland Transport Services GmbH - Financial Accounting SpecialistGasunie Deutschland Transport Services GmbH is on the lookout for a Financial Accounting Specialist to enhance their team in Hannover. This position encompasses the coordination, preparation, and oversight of monthly, quarterly, and annual financial reports, along with various...
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Financial Accounting Specialist
vor 4 Wochen
Hannover, Niedersachsen, Deutschland Gasunie Deutschland Transport Services GmbH VollzeitGasunie Deutschland Transport Services GmbH - Financial Accounting SpecialistGasunie Deutschland Transport Services GmbH is on the lookout for a Financial Accounting Specialist to enhance their team in Hannover. This position encompasses the coordination, preparation, and oversight of monthly, quarterly, and annual financial reports, along with various...
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Reinsurance Solutions Specialist
Vor 6 Tagen
Hannover, Niedersachsen, Deutschland Hannover Re VollzeitAbout the RoleWe are seeking a highly skilled Digital Risk Underwriter to join our team at Hannover Re. As a key member of our Reinsurance Division 7 team, you will play a crucial role in evaluating and developing reinsurance solutions for digital insurers.Key ResponsibilitiesEvaluate and develop reinsurance solutions for digital insurers, taking into...
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Reinsurance Solutions Specialist
vor 1 Woche
Hannover, Niedersachsen, Deutschland Hannover Re VollzeitAbout the RoleWe are seeking a highly skilled Digital Risk Underwriter to join our team at Hannover Re. As a key member of our Reinsurance Division 7 team, you will play a crucial role in evaluating and developing reinsurance solutions for digital insurers.Key ResponsibilitiesEvaluate and develop reinsurance solutions for digital insurers, taking into...
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Part-time Financial Specialist
Vor 7 Tagen
Hannover, Niedersachsen, Deutschland HÜBNER Group VollzeitUnlock Your Potential with HÜBNER GroupWe are a dynamic and innovative company that values teamwork and collaboration. As a leading provider of cutting-edge technologies, we are seeking a highly skilled and motivated individual to join our Finance Department as a Part-time Financial Specialist.About the Role:As a Part-time Financial Specialist, you will be...
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Part-time Financial Specialist
vor 2 Wochen
Hannover, Niedersachsen, Deutschland HÜBNER Group VollzeitUnlock Your Potential with HÜBNER GroupWe are a dynamic and innovative company that values teamwork and collaboration. As a leading provider of cutting-edge technologies, we are seeking a highly skilled and motivated individual to join our Finance Department as a Part-time Financial Specialist.About the Role:As a Part-time Financial Specialist, you will be...
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Lead Consultant in IT Financial Solutions
vor 4 Wochen
Hannover, Niedersachsen, Deutschland KPMG VollzeitLead Consultant in IT Financial Solutions (w/m/d)Join KPMG in addressing the future challenges faced by our clients. If you are passionate about the diverse range of inquiries we tackle, collaborate with us to make a significant impact. Work alongside your team in the Financial Services Technology and Enabling Services sector, advising financial institutions...
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Financial Operations Specialist
Vor 6 Tagen
Hannover, Niedersachsen, Deutschland DIVM GmbH VollzeitAbout the RoleWe are seeking a highly skilled Financial Specialist to join our dynamic team at DIVM GmbH. As a key member of our team, you will play a crucial role in managing contracts and providing exceptional customer service.Key ResponsibilitiesHandle backend processes and communicate effectively with clientsFacilitate smooth communication between...
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Financial Operations Specialist
Vor 6 Tagen
Hannover, Niedersachsen, Deutschland DIVM GmbH VollzeitAbout the RoleWe are seeking a highly skilled Financial Specialist to join our dynamic team at DIVM GmbH. As a key member of our team, you will play a crucial role in managing contracts and providing exceptional customer service.Key ResponsibilitiesHandle backend processes and communicate effectively with clientsFacilitate smooth communication between...
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Group Accountant
vor 1 Woche
Hannover, Niedersachsen, Deutschland Hannover Re VollzeitAbout the RoleWe are seeking a highly skilled Group Accountant to join our team at Hannover Re. As a key member of our Group Finance team, you will be responsible for preparing the consolidated financial statement and quarterly financial statements in accordance with IFRS.Key ResponsibilitiesPrepare the consolidated financial statement and quarterly...
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Group Accountant
Vor 5 Tagen
Hannover, Niedersachsen, Deutschland Hannover Re VollzeitAbout the RoleWe are seeking a highly skilled Group Accountant to join our team at Hannover Re. As a key member of our Group Finance team, you will be responsible for preparing the consolidated financial statement and quarterly financial statements in accordance with IFRS.Key ResponsibilitiesPrepare the consolidated financial statement and quarterly...
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Accounting Specialist
vor 1 Woche
Hannover, Niedersachsen, Deutschland ETL-Gruppe VollzeitAbout UsWe are a leading provider of financial services, part of the ETL-Gruppe, a global organization with 950 offices in Germany and over 1,300 locations worldwide. Our team is dedicated to delivering exceptional financial solutions to our clients, and we are seeking a highly skilled Financial Accountant to join our team.Our TeamAs a Financial Accountant,...
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Financial Clerk
Vor 7 Tagen
Hannover, Niedersachsen, Deutschland pluss Personalmanagement GmbH Niederlassung Hannover VollzeitWe are seeking a highly skilled and experienced Accounting Specialist to join our team at pluss Personalmanagement GmbH Niederlassung Hannover.About the Role:As an Accounting Specialist, you will be responsible for the accurate and timely preparation of financial statements, including balance sheets, income statements, and cash flow statements.You will also...
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Financial Clerk
vor 1 Woche
Hannover, Niedersachsen, Deutschland pluss Personalmanagement GmbH Niederlassung Hannover VollzeitWe are seeking a highly skilled and experienced Accounting Specialist to join our team at pluss Personalmanagement GmbH Niederlassung Hannover.About the Role:As an Accounting Specialist, you will be responsible for the accurate and timely preparation of financial statements, including balance sheets, income statements, and cash flow statements.You will also...