Commercial Finance Manager supporting growth and decision - making at Treatwell. Partnering closely with senior management to drive profitability and long - term growth.
About the role
- Financial Solutions Advisor providing tailored financial solutions to help clients achieve financial goals and enhance their financial lives at Bank of America.
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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
Requirements
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
- bonuses
- stock options
- equipment allowances
- wellness programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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