Consumer Investments Market Leader - North jobs at Bank Of America in United States, Salt Lake City
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Company (1)
Job type
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Job title (1)
United States
State
Salt Lake City
17 jobs found
22.09.2024
BOA
Bank Of America Consumer Investments Market Leader - North United States, Utah, Salt Lake City
Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time. Has supervisory licenses of an 8 (or 9 and 10 combined) or...
1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team. Demonstrated ability to influence and collaborate with others...
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...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
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...
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...
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done,...
Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time. Has supervisory licenses of an 8 (or 9 and 10 combined) or...
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