Intern in Finance & Controlling at GreenPocket GmbH, a startup focused on smart energy management. Involves financial analysis and reporting tasks in a dynamic environment.
About the role
- Financial Solutions Advisor role at Bank of America guiding clients to achieve financial goals. Responsibilities include providing advice, triaging leads, and recommending products.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads, making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently
Benefits
- access to paid time off
- resources and support to contribute to sustainable growth
- competitive benefits to support physical, emotional, and financial well-being
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Planning & Optimization Director serving as primary financial partner to Risk & Advisory Services. Involves financial analysis, budgeting, and resource optimization.
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.
Financial Services Consultant role at Euromonitor in Dubai. Delivering insightful research and strategic analysis for top - tier clients in the financial sector.
Commercial Finance Lead at Knauf managing financial performance across multiple regions and ensuring alignment with company goals. Drive initiatives for business growth and process improvement in a family - owned company.
Financial Analyst role providing financial expertise, overseeing month - end close and collaborating with ET Directors. Focus on spending decisions and business case development.
Bilingual Financial Wellbeing Coach providing coaching to small business owners in Sacramento. Facilitating workshops and connecting clients with resources for sustainable growth.