Finance and Risk Analyst managing market risk and product validation in a hybrid role. Contributing to the future of renewable energies at a major virtual power plant in Germany with flexible work options.
About the role
- Financial Solutions Advisor providing personalized financial advice and solutions at Bank of America. Responsible for client engagement, financial planning, and brokerage recommendations.
Responsibilities
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and refer to business partners
- Meet with clients to review financial and investment goals
- Build a financial plan and recommend 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
- Strong computer skills with the ability to multitask
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Analyst role supporting FP&A function with financial forecasting and budgeting. Analyzing financial data to inform strategic decision - making in a mission - driven company.
Finance Transformation Analyst at Nucor focusing on aligning people, processes, and technology. Leading projects and collaborating across functions in finance and other departments.
Insurance Company Financial Examiner Trainee responsible for examining financial records of insurance companies. Involves on - the - job training for up to twelve months with exposure to examination processes.
Senior Consultant in Financial Advisory Services aiding CFOs and Controllers to enhance financial reporting processes for value - driven business operations. Collaborating with a diverse team to provide hands - on support and analysis.
Marketing Coordinator focused on supporting investment marketing initiatives at RBC through collaboration and project management. If you have a background in marketing and finance, this role is for you.
Finance Manager at TicketWorld managing finance operations and compliance in the Philippines. Leading a local team and acting as a business partner to drive efficiency in financial processes.
Financial Solutions Advisor responsible for advising clients on financial goals and solutions. Collaborating with clients to build financial plans and recommending appropriate brokerage products.
Vice President in Leveraged Finance managing transactions including structuring and deal execution at Bank of America. Leading deal teams and client interaction for capital financing purposes.
Financial Solutions Advisor at Bank of America offering tailored advice to help clients achieve their financial goals. Engaging with clients about financial plans and investment options in the office setting.