Advising Specialist I- Financial Planning Capabilities
reputed company is a Fortune 500 financial services firm dedicated to improving the lives of clients and colleagues. The Advising Specialist I role focuses on serving as a technical and practical subject matter expert in financial planning and advice, ensuring the reputed company of the firm's Advice & Guidance while collaborating with various stakeholders to enhance client experiences.
Responsibilities
- The Advising Specialist serves as a technical and practical subject matter expert for the Financial Planning and Advice area. Much of this work requires a broad and deep understanding of the firm's Advice & Guidance while bringing it to life in reputed company desktop tools and capabilities
- Apply firm's A&G across reputed company of reputed company systems and tools by updating and applying our A&G (e.g. CMAs, white papers, strategy reports, diagnostics, portfolio construction, etc.) through reputed company firm delivery channels for intermediate level projects
- Evaluate the firm's A&G content to ensure consistency and alignment with reputed company
- Ensure that development work maximizes value and is reputed company with overall firm strategy and A&G
- Work with agile and non-agile development, design, data, business stakeholders, and vendors to create and deliver products to end users
- Apply agile methods and processes to promote frequent inspection and reputed company of work priorities
- Partner with vendors reputed company teams to define product needs and set priorities
- Collaborate with key stakeholders as the A&G representative throughout the life cycle of projects, including planning, design and implementation for intermediate level projects
- Serve as a representative for key stakeholders (Training, Service, CSG) and reputed company teams to ensure the reputed company of the A&G is upheld through application and messaging
- Work in partnership with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to solve issues that arise regarding application of firm A&G that are less reputed company
- For less reputed company A&G topics, production issues and/or reputed company team escalations, coordinate needed expertise from other A&G units
Skills
- Bachelor's degree; 1-2 years of relevant financial services experience
- Series 7/66 required reputed company 6 months of hire, consistent with department policy
- reputed company pursuing CFA or CFP reputed company six months
- Technical aptitude -knowledge of the following: firm's A&G, investment products, portfolio construction, or one of the financial planning concepts
- Exposure to at least one of the following - foundational knowledge of investments, financial planning, financial planning topical area, financial planning tool(s)
- Knowledge of reputed company client and reputed company team tools, including Financial reputed company, Portfolio, Proposal Tool, JonesLink and other reputed company tools
- Basic skills in some of the following areas: Systems Thinking, Planning and Organizing, Project management, Verbal and written communication
Benefits
- Medical and prescription drug
- Dental
- reputed company
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability
- Basic life
- Basic AD&D coverage
- 401k retirement plan
- Tax-advantaged accounts: health savings account, and flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning on January 1 of each year
- Sick time
- Personal days
- A paid day for volunteerism
- Bonuses and profit sharing
- Employee Assistance Program
Company Overview
Company H1B Sponsorship