About Our Client
Our client is a well known brokerage house in the Miami area, offering comprehensive services to its customers.
Position Description
The Financial Analyst will have the responsibility of providing a complete, high touch service and advice to clients and prospects, while traveling with the CEO to various countries in Latin America such as Argentina, Brazil, Chile, and Colombia.
Other responsibilities include:
• Presenting clients and prospects with a growing array of financial services and products.
• Meeting with clients and prospects to identify/analyze their assets and financial goals/objectives, referring more complex financial situations when appropriate
• Proactive demeanor
• Delivering unparalleled value and outstanding service.
Experience/Skills Required
• Undergraduate degree with a concentration in Finance or Business
• Series 7 required
• 2-3 years of experience in the financial services industry
• Financial Sales experience preferred
• Knowledge of brokerage/banking products and services
• Strong client relationship building skills
• Bilingual: English and Spanish, Portuguese Preferred
• 50% Travel required
Compensation
The successful candidate will receive a competitive compensation package commensurate with experience and qualifications.
PROACTEL Talent Solutions Contact :
For additional information or questions, call us at 305 358 8822.
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