Finance Director providing financial guidance, planning and analysis for Global Quality in a healthcare company. Leading financial reporting and collaborating with leadership for optimal resource allocation.
About the role
- Financial Solutions Advisor at Bank of America providing tailored financial advice and achieving client goals. Collaborating with clients and internal partners to provide comprehensive financial solutions.
Responsibilities
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triaging client leads and making referrals to business partners based on client needs and asset thresholds
- Meeting with clients to review financial and investment goals and recommend products
- Applying and expanding knowledge by completing required licenses and trainings
- Providing residential mortgage loans, subject to SAFE Act registration requirements
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
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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