CI
Strategic Planning & Partnership Development Intern at WHOI supporting OceanWorks initiative. Focusing on innovation, partnerships, and commercialization in oceanographic research.
About the role
- Financial Solutions Advisor at Bank of America obtaining Securities Industry licenses and providing client investment solutions. Managing relationships and guiding clients in their financial journeys.
Responsibilities
- Obtain Securities Industry licenses and complete training
- Help clients with banking and investment solutions
- Build and manage client relationships
- Guide clients with financial advice and solutions
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
- Competitive benefits
- Ongoing professional development
- Flexible work arrangements
- Wellness programs
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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