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Principal Associate role in Finance Risk Management for Capital One. Responsible for Intercompany Agreement program management and risk management processes with cross - functional collaboration.
About the role
- Financial Solutions Advisor launching a financial services career at Bank of America. Guiding clients with advice and solutions to help them live their best financial lives.
Responsibilities
- Begin obtaining Securities Industry licenses with dedicated classes for SIE, Series 7, and Series 66 Exams.
- Learn foundational skills to be an advisor, building and managing client relationships.
- Work in a financial center to deliver banking and investment solutions.
- Progress to Financial Solutions Advisor Stage II after demonstrating success in the initial role.
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.
- Currently holds FINRA Securities Industry Essentials (SIE).
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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