Financial Center Assistant Manager jobs at Bank Of America in United States, Portland
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Portland
18 jobs found
13.08.2025
BOA
Bank Of America Merrill Financial Solutions Advisor - & SW Market United States, Oregon, Portland
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...
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...
Manages client traffic, engaging and appropriately routing clients, and fosters client retentionManages business results through formalized management routines and coaching. Creates a world class client experience environment. Manages market-level initiatives...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Communicates with executives and line management to gather and convey relevant information. Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment. Manages the calendar of multiple...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
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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