Senior Analyst at Rockwell Automation performing financial analysis and supporting Cyber & Verve Businesses. Responsibilities include economic research, forecasting, and reporting variances.
About the role
- Financial Solutions Advisor providing tailored financial advice at Bank of America. Building financial plans and recommending brokerage products to help clients achieve financial goals.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triage client leads and make referrals to business partners
- Meet with clients to review financial and investment goals
- Build financial plans and recommend brokerage 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
- Strong computer skills
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities
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