Assistenz der Geschäftsführung in einem Drogentherapie - Zentrum in Berlin. Organisieren des Empfangs und Unterstützung der Geschäftsführung in verschiedenen Aufgabenbereichen.
About the role
- Financial Solutions Advisor at Bank of America providing customized financial solutions to clients. Responsible for triaging leads, meeting financial goals, and building client relationships.
Responsibilities
- This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
- Job expectations include applying and expanding knowledge by completing required licenses and trainings.
- This position is subject to SAFE Act registration requirements.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has 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
- We provide industry-leading benefits
- Access to paid time off
- Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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