Financial Wellbeing Coach at Operation HOPE providing personalized guidance on homeownership. Helping clients navigate the process and ensuring compliance with HUD guidelines.
About the role
- Financial Solutions Advisor at Bank of America, offering tailored financial advice to clients. Responsible for building investment plans and managing client relationships for financial success.
Responsibilities
- Provides comprehensive advice and customized solutions to clients
- Triage client leads and refer to business partners
- Meet with clients to review investment goals
- Build financial plans and recommend brokerage products
- Complete required licenses and trainings
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has at least one year experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively with all clients
- Manages goals and executes in a fast-paced environment
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Wellbeing Coach at Operation HOPE empowering individuals through financial literacy education and resources. Leading workshops and providing personalized coaching for financial wellbeing with a nonprofit focus.
Bilingual Financial Wellbeing Coach providing coaching to small business owners in Sacramento. Facilitating workshops and connecting clients with resources for sustainable growth.
Small Business Coach aiding entrepreneurs at Operation HOPE. Part of a non - profit drives economic empowerment and financial inclusion.
Budget Analyst managing financial responsibilities at Protection Strategies, Inc. Focused on tracking expenditures and working closely with leadership on budget administration.
Tiger of Sweden seeks Summer Intern in finance. Gain hands - on experience and insights into daily finance operations in a dynamic retail environment.
Finance Manager leading the Finance function at Kraft Heinz. Focused on delivering financial metrics and driving performance within the Ireland business unit.
Executive level role at Ankura driving finance - led transformations and managing client engagements. Focus on business development with Corporate and Private Equity clients in finance operations.
FP&A Manager driving growth by providing financial insights and owning P&L for Shieldpay. Leading budgeting, financial reporting, and strategic analysis in a hybrid role based in London.
Head of Commercial Finance providing strategic financial leadership across complex initiatives. Leading business growth and operational efficiency in Latin America.