Investment Associate role at Roemer Capital focusing on M&A and fundraising advisory projects. Involves financial modeling, market analysis, and collaboration with clients in a hybrid setting.
About the role
- Financial Solutions Advisor at Bank of America providing tailored financial solutions and advice. Responsible for client meetings, triaging leads, and implementing financial plans.
Responsibilities
- This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Key responsibilities include 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.
- Job expectations include applying and expanding knowledge by completing required licenses and trainings.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
- Depth and breadth of relationship management product/solutions knowledge and experience
- Acts as a client advocate
- Is a self-starter who efficiently manages time and capacity
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
- industry-leading benefits
- access to paid time off
- resources and support to our employees
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