FP&A Analyst supporting financial planning and analysis at a leading sports production company. Collaborating with senior stakeholders to drive financial insights and strategic decision - making.
About the role
- Financial Solutions Advisor providing financial advice and customized solutions to clients with Bank of America. Engaging clients to achieve financial goals through brokerage products and services.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals to business partners
- Meeting with clients to review financial and investment goals
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience working in the financial service industry and/or a sales environment
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to make an impact and contribute to sustainable growth
Job title
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Financial Solutions Advisor providing customized financial solutions to clients with a focus on achieving their financial goals. Involves triaging leads, meeting clients, and recommending products.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients. Focused on achieving financial goals through effective relationship management and strategic planning.
Financial Solutions Advisor at Bank of America helping clients with comprehensive financial advice and customized solutions. Responsible for triaging client leads and recommending banking and investment strategies.
Financial Solutions Advisor at Bank of America offering tailored financial advice and solutions. Building financial plans and supporting clients to achieve their investment goals.
Financial Solutions Advisor providing clients with customized financial advice and solutions at Bank of America. Engaging clients in financial goal planning and product recommendations to meet their needs.
Financial Solutions Advisor helping clients achieve their financial goals. Involves triaging client leads and recommending products for financial and investment planning.
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