Financial Specialist maintaining organization and punctuality in administrative activities for a mobility company. Ensuring proper payments, documentation, and financial compliance.
About the role
- Financial Solutions Advisor responsible for assisting clients achieve their financial goals at Bank of America. Engaging with clients to provide customized financial solutions and recommendations.
Responsibilities
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses;
- Minimum of one year of experience in the investments industry
- Minimum of one year of 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
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Efficiently manages time and capacity
Benefits
- Access to paid time off
- Industry-leading benefits
- Resources and support to make an impact
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