Filialleiter:in in der PostFinance Filiale Horgen. Führen und Entwickeln des Teams in vertriebsorientierter Umgebung mit Fokus auf Menschen und Qualität.
About the role
- Financial Solutions Advisor at Bank of America helping clients manage their financial lives through personalized advice and investment solutions. Obtaining required licenses to support client relationships and financial goal achievement.
Responsibilities
- As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses.
- Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
- Help deliver Bank of America’s core banking, investment solutions and approach to client care.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals.
Requirements
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- 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
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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