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 at Bank of America helping clients with comprehensive financial advice and customized solutions. Responsible for triaging client leads and recommending banking 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
- 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 employees
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Financial Solutions Advisor helping clients achieve their financial goals. Involves triaging client leads and recommending products for financial and investment planning.
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 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 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 financial advice and customized solutions to clients with Bank of America. Engaging clients to achieve financial goals through brokerage products and services.
Financial Solutions Advisor providing comprehensive advice on financial goals and investments. Engaging clients and building financial plans at Bank of America.
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