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.
About the role
- Financial Solutions Advisor at Bank of America, offering tailored financial advice to clients. Responsible for building investment plans and managing client relationships for financial success.
Responsibilities
- Provides comprehensive advice and customized solutions to clients
- Triage client leads and refer to business partners
- Meet with clients to review investment goals
- Build financial plans and recommend brokerage products
- Complete required licenses and trainings
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
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively with all clients
- Manages goals and executes in a fast-paced environment
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
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