Financial Analyst supporting Ochsner Health with monthly financial analysis and reporting. Involved in budget process and strategic project support within healthcare.
About the role
- Financial Solutions Advisor starting career at Bank of America to build client relationships. Offering comprehensive financial advice and achieving client goals within specific banking environments.
Responsibilities
- Obtain Securities Industry licenses including SIE, Series 7, and Series 66
- Build and manage client relationships
- Deliver comprehensive advice to clients
- Collaborate with banking and investment partners
- Help clients achieve financial goals
Requirements
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships
- Success in creating strong peer relationships
- Demonstrates a results-driven mindset
- Executes multiple tasks simultaneously
- Learns and adapts to new technology
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee impact
- Career development through training and coaching
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