SAP functional specialist handling finance and tax processes integration for internal and external teams. Ensuring compliance and operational support in SAP S/4HANA Public Cloud environment.
About the role
- Financial Solutions Advisor offering comprehensive financial advice to clients at Bank of America. Building financial plans and managing client relationships in the Ft Myers-Naples Market.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience working in the financial service industry and/or a sales environment
Benefits
- Competitive benefits to support employees’ physical, emotional, and financial well-being
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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