Senior Financial Operations professional managing finance projects for clients. Supporting accounting, operational, and industry experiences with a focus on delivering value to clients.
About the role
- Financial Solutions Advisor providing customized financial solutions and advice to clients at Bank of America. Responsibilities include triaging leads and meeting client investment goals.
Responsibilities
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and make referrals based on client needs
- Meet with clients to review financial and investment goals
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 or sales environment
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee wellness
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