FP&A Analyst supporting financial planning and analysis at a leading sports production company. Collaborating with senior stakeholders to drive financial insights and strategic decision - making.
About the role
- Financial Solutions Advisor providing clients with customized financial advice and solutions at Bank of America. Engaging clients in financial goal planning and product recommendations to meet their needs.
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
- Recommends banking and investments strategies that align with client financial goals and needs.
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
- Mitigates and controls risk as part of daily activities.
- Identifies and engages potential new clients through referrals or financial center clientele.
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
- Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
- Recognizing and rewarding performance.
- Supporting our teammates’ physical, emotional, and financial wellness.
- Commitment to being an inclusive workplace.
- Opportunities to learn, grow, and make an impact.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Finance Manager responsible for daily financial operations at the John Paul II National Shrine. Overseeing accounts, financial reporting, and Gift Shop operations with compliance and reporting duties.
Financial Solutions Advisor helping clients achieve their financial goals. Involves triaging client leads and recommending products for financial and investment planning.
Financial Solutions Advisor providing customized financial solutions to clients with a focus on achieving their financial goals. Involves triaging leads, meeting clients, and recommending products.
Financial Solutions Advisor at Bank of America offering tailored financial advice and solutions. Building financial plans and supporting clients to achieve their investment goals.
Financial Solutions Advisor at Bank of America helping clients with comprehensive financial advice and customized solutions. Responsible for triaging client leads and recommending banking and investment strategies.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients. Focused on achieving financial goals through effective relationship management and strategic planning.
Financial Solutions Advisor responsible for advising clients on financial goals and investment products. Engage with clients to build financial plans and meet their needs in a dynamic environment.
Responsible for operations processes related to consumer credit disputes and tax reporting at Bank of America. Ensures timely payment of tax withholding and supports inquiries and adjustments.
Financial Solutions Advisor providing advice and customized solutions to help clients achieve financial goals. Role involves triaging client leads and recommending financial products.