Senior Finance and Accounts Specialist in charge of month - end financial reporting and balancing at Keyloop. Enabling digital transformation for car dealers and manufacturers through accounting excellence.
About the role
- Financial Solutions Advisor providing comprehensive financial advice and customized solutions at Bank of America. Responsible for client financial goals and investment planning in New York market.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals based on client needs
- Meeting clients to review financial and investment goals
- Building financial plans and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- Experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Efficiently manages time and capacity
- Thoroughly incorporates relevant regulatory due diligence
Benefits
- Access to paid time off
- Industry-leading benefits
- Resources and support for employee wellness
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