Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- As a Financial Solutions Advisor Stage I, obtain Securities Industry licenses and learn foundational advisory skills. Help clients achieve their financial goals through strategic advice and solutions.
Responsibilities
- Join us as a Financial Solutions Advisor Stage I (FSA I) where you will obtain your Securities Industry licenses.
- You will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships.
- Help deliver Bank of America’s core banking and investment solutions to clients.
- Once you demonstrate success, you will progress into the next role, Financial Solutions Advisor Stage II, to grow and deepen client relationships.
- Collaborate with core banking and investment partners to connect clients to the solutions we provide.
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.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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