Financial Solutions Advisor beginning with obtaining securities licenses at Bank of America. Progressing through stages of development while delivering banking and investment solutions.
Responsibilities
Your journey begins obtaining your Securities Industry licenses.
Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Be taught the foundational skills needed to be an advisor.
Help deliver Bank of America’s core banking, investment solutions and approach to client care.
Progress into Financial Solutions Advisor Stage II after demonstrating success as a licensed Financial Solutions Advisor Stage I.
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.
Director of Software Engineering leading strategic initiatives in Finance and Corporate Technology. Overseeing development and inspiring collaboration within high performing teams focused on delivering business objectives.
Analyst in Corporate & Investment Banking at BBVA supporting client engagement and strategic transaction execution. Opportunity to build a solid foundation in investment banking with exposure to high - profile corporates.
Analyst in corporate and investment banking at BBVA's Industry Coverage team. Supporting senior bankers with client engagement and transaction execution in dynamic sectors.
Strategic Finance Associate role at Verse Medical focused on building systems and generating insights for healthcare solutions. Collaborate with executive teams to inform critical business decisions.
Intern in Finance & Controlling at GreenPocket GmbH, a startup focused on smart energy management. Involves financial analysis and reporting tasks in a dynamic environment.
Financial Analyst overseeing fundraising relationship with ECHO and ensuring compliance with financial reporting. Collaborating with internal teams and maintaining integrity of financial systems.
Director of Finance responsible for financial operations and data analysis at AI - driven SaaS company. Leading P&L reporting and financial strategy for growth and M&A.
Investment Advisor at Navy Federal assisting clients in achieving financial goals through consultations. Working with insurance and investment products while managing smaller accounts.
FP&A Intern working on financial analysis and process improvement utilizing AI tools. Collaborating with cross - functional teams for data - driven decision making in a SaaS environment.