Licensed Financial Services Representative (FINRA) - Remote in Bali

Join Cognizant as a Licensed Financial Services Representative and become part of a global leader in digital transformation and innovative financial solutions! At Cognizant, we empower businesses across industries with cutting-edge technology and strategic insights, and you'll be at the forefront of this revolution. As a Licensed Financial Services Representative in Bali, you'll work remotely, leveraging your expertise to deliver exceptional financial services to clients.

In this role, you'll be responsible for managing client portfolios, providing financial advice, and ensuring compliance with FINRA regulations. You'll use tools like Bloomberg Terminal, FactSet, and Morningstar to analyze market trends and provide data-driven recommendations. This is an exciting opportunity to grow your career in a dynamic, fast-paced environment where your contributions will make a real impact.

📋 Tanggung Jawab Pekerjaan

• Manage and advise clients on their financial portfolios, ensuring they align with their investment objectives and risk tolerance.
• Provide financial analysis and recommendations using Bloomberg Terminal, FactSet, and Morningstar.
• Ensure compliance with FINRA regulations and industry best practices.
• Build and maintain strong relationships with clients, understanding their unique needs and providing personalized solutions.
• Stay up-to-date with market trends and economic developments, and communicate insights to clients.
• Collaborate with the Cognizant team to deliver high-quality financial services and support.
• Participate in continuous learning and professional development to enhance your skills and knowledge.
• Contribute to the success of the team by fostering a positive and collaborative work environment.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business, or a related field.
• FINRA Series 7, Series 63, and Series 66 licenses.
• 3-5 years of experience in financial services, with a focus on investment management or financial planning.
• Strong knowledge of financial markets, investment products, and regulatory requirements.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Proficiency in English, both written and spoken.
• Familiarity with financial software and tools, such as Bloomberg Terminal, FactSet, and Morningstar.
• Ability to work independently and as part of a team in a remote environment.

🛠️ Keahlian

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