Director of Finance shaping financial strategy and operations at ShanX Medtech BV, focusing on innovative healthcare solutions in Eindhoven. Combining strategic leadership with hands - on execution in a hybrid environment.
About the role
- Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients at Bank of America. Responsible for triaging leads and meeting with clients to review their financial goals.
Responsibilities
- Provides comprehensive advice and customized solutions to clients.
- Triages client leads and makes referrals to business partners.
- Meets with clients to review financial and investment goals.
- Builds a financial plan and recommends brokerage products.
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses.
- Minimum of one year of experience in the investments industry.
- Minimum of one year of experience working in the financial service industry and/or a sales environment.
- Builds and nurtures strong relationships.
- Communicates effectively and confidently.
Benefits
- This role is currently benefits eligible.
- Access to paid time off.
- Resources and support to employees for a genuine impact.
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