Unit Lead overseeing SAP Financials projects and managing a consulting team in the Competence Center. Focusing on SAP S/4HANA implementations and client collaboration within the finance sector.
About the role
- Financial Solutions Advisor providing comprehensive advice and customized solutions for clients at Bank of America. Assisting clients in achieving their financial goals through tailored financial planning and brokerage products.
Responsibilities
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- 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.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- 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
- Competitive benefits to support physical, emotional, and financial well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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