Consult Partner leading complex consulting engagements at Kyndryl, driving client relationships and profitable growth in Financial Services sector. Engaging with CXOs and guiding multi - disciplinary teams.
About the role
- Financial Solutions Advisor at Bank of America providing customized financial solutions and advice to clients. Focus on building financial plans, meeting investment goals, and triaging client leads.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending products
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
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