Application Consultant optimizing processes and ERP applications for Liebherr - IT Services GmbH. Leading international projects and providing user knowledge to key users.
About the role
- Financial Solutions Advisor delivering advice and tailored financial solutions to clients at Bank of America. Responsible for client engagement and meeting financial goals.
Responsibilities
- Responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products
- Apply and expand knowledge by completing required licenses and trainings
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- 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
- Competitive benefits to support physical, emotional, and financial well-being
- Flexibility in working arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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