Auditor intern joining Exco in 2026 to develop auditing skills with a supportive team. Engaging in challenges reflecting real business scenarios across diverse sectors in Occitanie.
About the role
- Financial Solutions Advisor at Bank of America, providing advice and customized solutions to achieve clients' financial goals. Planning, recommending, and managing investment strategies aligned with client's needs.
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
Requirements
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing 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
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Competitive benefits to support physical, emotional, and financial well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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