Filialleiter:in in der PostFinance Filiale Horgen. Führen und Entwickeln des Teams in vertriebsorientierter Umgebung mit Fokus auf Menschen und Qualität.
About the role
- Financial Solutions Advisor providing comprehensive financial advice and customized solutions at Bank of America. Responsible for client relationship management and compliance with regulatory requirements.
Responsibilities
- This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triaging client leads, making referrals to business partners based on client needs and asset thresholds
- Meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has at least one year experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals, achieving whatever you put your mind to
- Likes to learn, adapts to new information and seeks the right solutions for clients
Benefits
- access to paid time off
- resources and support to our employees
- industry-leading benefits
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