Financial Analyst at Pref - Tech analyzing financial data and providing insights for decision - making. Collaborating in a hybrid environment to support project finances and revenue recognition.
About the role
- Financial Solutions Advisor providing personalized financial advice at Bank of America. Focused on client goals through comprehensive financial planning and investment strategies.
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including 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
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- 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
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages your time and capacity
Benefits
- industry-leading benefits
- access to paid time off
- resources and support for employees to make a genuine impact
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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