Finance consulting generalist at PwC responsible for financial solutions development and client guidance. Aiming to optimise client financial performance through expert analysis and support.
About the role
- Financial Solutions Advisor launching a financial services career at Bank of America. Guiding clients with advice and solutions to help them live their best financial lives.
Responsibilities
- Begin obtaining Securities Industry licenses with dedicated classes for SIE, Series 7, and Series 66 Exams.
- Learn foundational skills to be an advisor, building and managing client relationships.
- Work in a financial center to deliver banking and investment solutions.
- Progress to Financial Solutions Advisor Stage II after demonstrating success in the initial role.
Requirements
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
- Currently holds FINRA Securities Industry Essentials (SIE).
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Finance consulting associate at PwC analysing client needs and delivering tailored financial solutions. Collaborating with a team to optimise clients' financial performance and achieve goals.
Vice President, FP&A at NewAmsterdam Pharma guiding strategic financial decisions and leading cross - functional collaborations in life sciences. Focused on investment opportunities, financial analysis, and corporate goals.
Assistente financeiro júnior no grupo UMAUMA, atuando em rotinas financeiras e administrativas.
Manager, Financial Reporting overseeing Ventas’ financial reporting including SEC filings and audit support. Ensuring accuracy and compliance for external financial reporting in collaboration with key stakeholders.
Senior Financial Analyst & Accountant at BARBRI enhancing financial visibility and operational efficiency through reporting and analysis. Collaborating with finance and accounting teams in a hybrid role in Dallas, TX.
FP&A Manager at Riveron providing technical financial planning and analysis solutions for clients. Focus on performance visibility, financial planning, and decision support.
Head of Finance Operations responsible for integrating acquired entities and standardising accounting processes at environmental consultancy. Leading finance initiatives while collaborating with senior leadership in a dynamic environment.
Finance Analyst overseeing financial management at Lithonia site for Griffith Foods, collaborating with various teams to optimize costs and ensure financial compliance.
Senior Finance Analyst overseeing site - level financial management in Supply Chain at Griffith Foods. Focused on cost tracking, budgeting, and financial analysis to drive efficiencies.