Financial Analyst at Mangrove Lithium responsible for financial planning, analysis, and modeling for plant and corporate projects. Collaborating with Business Development and Engineering teams while monitoring market trends.
About the role
- Financial Solutions Advisor providing comprehensive financial advice to clients at Bank of America. Helping clients achieve financial goals by recommending investment strategies and products in a collaborative environment.
Responsibilities
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
Requirements
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships
- 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
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
Job title
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Experience level
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Degree requirement
Location requirements
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