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Senior Tibco Engineer Multiple Positions Atlanta jobs at Us Bank in United States, Atlanta

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United States
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Atlanta
40 jobs found
18.11.2025
BOA

Bank Of America Financial Solutions Advisor II- Atlanta Cumberland United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
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...
Description:


This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.


Responsibilities:

  • 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 solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

Skills:

  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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14.09.2025
BOA

Bank Of America Financial Solutions Advisor II- Atlanta GA United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
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...
Description:


This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.


Responsibilities:

  • 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 solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills:

  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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08.09.2025
BOA

Bank Of America Business Banking Relationship Manager - Atlanta North United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Description:


Responsibilities:

  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  • Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  • Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
  • Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
  • Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

  • The Business Banking Relationship Manager role is an outside sales role and will require the incumbent to be in the field at least 80% of the time.

  • Has proven success in consultative sales in financial services or in business-to-business sales

  • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

  • Is passionate about outside sales and enjoys spending time prospecting

  • Wants to enhance existing relationships and exceed sales goals

  • Can analyze financial conditions of clients and industry trends

  • Can understand and interpret financial statements and cash flow analysis

  • Has excellent communication skills and demonstrated leadership ability

  • Enjoys partnering and negotiating with a team of bank employees to solve client issues

  • Demonstrated management of a client portfolio with focus on relationship development and deepening

  • Thorough knowledge of small business financial products and services

  • Familiarity with CRM platforms and other banking systems

Desired Qualifications:

  • Community leadership

  • Strong computer skills with an ability to multitask in a demanding environment

  • Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills:

  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Credit Documentation Requirements
  • Financial Analysis
  • Oral Communications
  • Prioritization
  • Written Communications
  • Coaching
  • Interpret Relevant Laws, Rules, and Regulations
  • Prospecting
  • Risk Management
1st shift (United States of America)

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25.08.2025
BOA

Bank Of America Business Banking Relationship Manager - Atlanta Metro United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Description:


Responsibilities:

  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

  • Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

  • Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

  • Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

  • Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

  • Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

:

  • The Business Banking Relationship Manager is an outside sales role and will require the incumbent to be in the field at least 80% of the time

  • Has proven success in consultative sales in financial services or in business-to-business sales

  • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

  • Is passionate about outside sales and enjoys spending time prospecting

  • Wants to enhance existing relationships and exceed sales goals

  • Can analyze financial conditions of clients and industry trends

  • Can understand and interpret financial statements and cash flow analysis

  • Has excellent communication skills and demonstrated leadership ability

  • Enjoys partnering and negotiating with a team of bank employees to solve client issues

  • Demonstrated management of a client portfolio with focus on relationship development and deepening

  • Thorough knowledge of small business financial products and services

  • Familiarity with CRM platforms and other banking systems

:

  • Community leadership

  • Strong computer skills with an ability to multitask in a demanding environment

  • Bachelor’s degree desired but not required

Skills:

  • Client Experience Branding

  • Client Management

  • Client Solutions Advisory

  • Customer and Client Focus

  • Pipeline Management

  • Credit Documentation Requirements

  • Financial Analysis

  • Oral Communications

  • Prioritization

  • Written Communications

  • Coaching

  • Interpret Relevant Laws, Rules, and Regulations

  • Prospecting

  • Risk Management

1st shift (United States of America)

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20.08.2025
USB

US Bank Principal Systems Engineer multiple positions United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Design, develop and support database solutions and enhancements for technology services and infrastructure. Develop and drive multi-platform converged enterprise engineering solutions to meet existing, enhanced, and new platform solutions for...
Description:
Job Description

U.S. Bank is seeking the position of Principal Systems Engineer (multiple positions) in Atlanta, GA.

Essential Responsibilities:

  • Design, develop and support database solutions and enhancements for technology services and infrastructure.
  • Develop and drive multi-platform converged enterprise engineering solutions to meet existing, enhanced, and new platform solutions for business and infrastructure services.
  • Evaluate product and service solutions.
  • Guide and recommend cross-functional team targeted for system enhancements for system performance, reliability, scalability, and capacity.
  • Perform capacity planning, backup and recovery, upgrade databases, and implement and test disaster recovery.

Basic Qualifications:

Requires a Bachelor's degree in Computer Science, Information Technology, or a related field, followed by 5 years in a progressively responsible Database Administrator, or related, occupation.

Required Skills/Experience:
Must include 5 years of experience with each of the following:

IT environment; Oracle 19c, Oracle OEM, Oracle Exadata, Oracle Performance tuning, and Oracle Goldengate; Quest TOAD, AWS, DBA, PL/SQL, and PowerShell; Configuration management, including Ansible; Backup and Recovery; Systems Scripting using Shell, Perl, and SQL; Contingency and disaster recovery; and Product and vendor evaluation.

Teams may work from home and the office.Base pay range may vary if an offer is made for work in a different location. Pay Range: $127,878- $164,100(#LI-NDI #LI-DNI #LI-DNP #DE-DNP).

  • The examination for this position may include a supplemental questionnaire. Improper or missing responses could affect your application.
  • This position is not eligible for visa sponsorship.

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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19.08.2025
BOA

Bank Of America Vice President Infrastructure Engineer Lead United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Responsible for Release and Deployment of project delivery, including technical assessments, vetting of proposed solutions, planning development, scheduling, and change implementation to deliver intended outcomes including zero impact to the...
Description:

Responsibilities

  • Responsible for Release and Deployment of project delivery, including technical assessments, vetting of proposed solutions, planning development, scheduling, and change implementation to deliver intended outcomes including zero impact to the production network.
  • Operate quality assurance functions to validate technical designs, pre and post change procedures, UAT acceptance criteria, and back-out plans.
  • Ensure project close-out practices occur including database updates, asset tracking, inventory systems, tools, records retention, and process updates.
  • Drive continual improvement to advance service delivery and report/measure the effects over time.
  • Accountable for infrastructure tool and service designs technical domains that enable business strategies in accordance with architectural governance, standards and policies.
  • Leverage a functional understanding of networked applications requiring perimeter management solutions, including HTTP, HTTPS, SSH, FTP, DNS, NTP, ANYCAST services to support technical/engineering initiatives.
  • Responsible for DMZ Network infrastructure knowledge, including topology, security policies, firewalls and the L2/L3 switch and router.
  • Build and operate firewall platforms including Fortinet and Check Point for net-new deployments and to support Lifecycle Management through hardware refreshes and software upgrades.
  • Assess projects and intake to prepare for implementation and advise solutions to improve processes using Splunk for production traffic reports, running applications and scripts to organize and compare high volume outputs, leveraging Shell and Python.
  • Develop and deliver perimeter solutions by designing and engineering new hardware systems for client applications across the enterprise DMZ and deploy security devices to mitigate risk and ensure lifecycle management.
  • Leverage expertise in network routing and switching, including routing protocols, multicast, and LAN protocols, to validate connectivity, troubleshoot issues, and collaborate effectively with peer resources.
  • Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience

  • Bachelor's degree or equivalent in Computer Science, Computer Information Systems, Management Information Systems, Engineering (any), or related and
  • 5 years of experience in the job offered or a related IT occupation.
  • Must include 5 years of experience in each of the following:
  • Building and operating firewall platforms including Fortinet and Check Point for net-new deployments and to support Lifecycle Management through hardware refreshes and software upgrades;
  • Assessing projects and intake to prepare for implementation and advise solutions to improve processes using Splunk for production traffic reports, running applications and scripts to organize and compare high volume outputs, leveraging Shell and Python;
  • Developing and delivering perimeter solutions by designing and engineering new hardware systems for client applications across the enterprise DMZ and deploy security devices to mitigate risk and ensure lifecycle management; and,
  • Leveraging expertise in network routing and switching, including routing protocols, multicast, and LAN protocols, to validate connectivity, troubleshoot issues, and collaborate effectively with peer resources.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

1st shift (United States of America)

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14.08.2025
BOA

Bank Of America Merrill Financial Solutions Advisor - Atlanta Buckhead & Ass... United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
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...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • 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 financial needs, such as core Banking, and Investment and Life Priority™ solutions
  • Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
  • Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
  • Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

We’ll help you:

  • Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!
  • Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
  • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
  • Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

As a Merrill FSA, you can look forward to:

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential Opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

We’re a culture that:

  • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
  • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
  • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
  • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
  • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Required Qualifications:

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Self-starter who efficiently manages time and capacity
  • Sets and accomplishes goals, achieving whatever you put your mind to
  • Builds and nurtures strong relationships
  • Collaborates effectively with others to get things done
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
  • Likes to learn, adapts to new information and seeks the right solutions for clients
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients


Desired Qualifications:

  • Proven ability to partner and promote lead generation
  • Experience balancing investment management, sales activities, and new client development
  • Strong computer skills and the ability to multitask in a demanding environment
  • Bachelor's degree, preferably in business-related field
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
  • Obtained insurance licenses ​

Skills:

  • Account Management
  • Client Investments Management
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Advisory
  • Business Development
  • Fraud Management
  • Pipeline Management
  • Portfolio Management
  • Client Experience Branding
  • Issue Management
  • Prospecting
  • Referral Identification
  • Sales Performance Management
1st shift (United States of America)

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
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...
Description:


This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.


Responsibilities:

  • 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 solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

Skills:

  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more
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