Financial Center Manager - West Paces Ferry jobs at Bank Of America in United States, Atlanta
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Atlanta
74 jobs found
07.04.2025
BOA
Bank Of America Merrill Financial Solutions Advisor - Atlanta Buckhead & Ass... United States, Georgia, Atlanta
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Develop business cases for new products and features. Engage with our client facing teams to fully understand the needs of current and prospective clients. Define the roadmap, product requirements, create...
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses. Series 3, 31 licenses, if...
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth. Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor...
Demonstrates willingness to complete required industry licensing. Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
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