Manager in Accounting and Finance Consulting providing strategic financial insights and analytics solutions. Analyze financial information, with a focus on M&A, to empower clients' financial decisions.
About the role
- Financial Solutions Advisor at Bank of America providing tailored financial solutions to clients. Driving financial growth through strategic client engagements and comprehensive service offerings.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triage client leads and make referrals to business partners
- Meeting with clients to review financial goals
- Applying and expanding knowledge through required licenses and training
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- 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
- Communicates effectively and confidently
- Efficiently manages time and capacity
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to contribute to communities
- Employee wellness programs
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