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Financial Associate jobs in United States, Georgia, Atlanta

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Atlanta
135 jobs found
08.12.2025
EY

EY EY-Parthenon - Deals Financial Diligence Sell Side Director ... United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers. Ability to analyze financial and operational results of businesses to be sold through reviewing...
Description:

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

There are plenty of complex challenges when preparing and executing divestitures and our clients turn to us to handle them. As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll be right at the heart of that goal. You'll work with some of the most recognized leaders in the field of corporate transactions assisting our clients on sell side transactions and helping to provide tailored guidance to maximize value.

Your key responsibilities

As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll support the execution of transformational deals, working as a team to solve complex challenges. That means you'll need a natural authority and confidence in your professionalism. It's a political role at times, as you'll be integrating into complex client teams, so your ability to develop and cultivate relationships will be extremely helpful here. You will also be helping develop staff and seniors ensuring their career development.

Skills and attributes for success

  • Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers.
  • Ability to analyze financial and operational results of businesses to be sold through reviewing accounting records and conducting interviews with management.
  • Ability to assist clients in the preparation of SEC filings, including carve-out audited financial statements.
  • Remaining up to date on industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide authoritative knowledge and insight to clients.
  • Microsoft Excel skills including the ability to process, manipulate and concisely present large amounts of data; knowledge of Alteryx and Microsoft Power Bi is a +.

To qualify for the role, you must have

  • A bachelor's degree in Accounting or Finance and 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience.
  • Significant public accounting experience.
  • Excellent analytical skills and the confidence to translate complex data into meaningful insights.
  • The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts.
  • Solid negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.
  • You must either reside in or be in a commutable distance to your office location for this position.
  • The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
  • Proven ability to identify and assess business and technical issues, distill key insights, and deliver clear, strategic recommendations to executives.

Ideally, you will have

  • A proven record of excellence in audit and/or mergers or acquisitions transaction’s role.
  • An active CPA certification.
  • Experience gained within another large professional services organization.
  • Established networking skills in a relevant industry.
  • Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $120,400 to $220,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $144,500 to $250,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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08.12.2025
BOA

Bank Of America Business Solutions Advisor - Buckhead Financial Center United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Description:


This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

  • Recommends financial advice and guidance that align with client financial goals and needs
  • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
  • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
  • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

  • Has demonstrated experience and proven success with business-to-business sales and/or small business banking
  • Has strong communication skills with the ability to effectively influence clients
  • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
  • Has a proven sales track record
  • Can build productive partnerships and working relationships
  • Is experienced with outbound phone sales

Desired Qualifications:

  • Experience with financial information, spreadsheets and financial skills
  • Experience with in-person customer service and sales
  • Experience working with small business clients
  • Experience meeting or exceeding goals
  • A working knowledge of small business products and services
  • Bilingual skills

Skills:

  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Referral Identification
  • Risk Management
  • Client Experience Branding
  • Credit Documentation Requirements
  • Credit and Risk Assessment
  • Pipeline Management
  • Referral Management
  • Attention to Detail
  • Collaboration
  • Issue Management
  • Prospecting
  • Relationship Building

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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08.12.2025
EY

EY Art Director - Experiential Design Supervising Associate United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Ability to proactively foster exceptional client relationships to build trust that leads to the co-development of new opportunities. Sound business acumen to fully comprehend stakeholders’ strategic vision and influence the...
Description:

Art Director, Supervising Associate

As an accomplished event art director, you are an experienced creative champion who leads and influences innovative thinking and strategic visions that help our clients solve their most complex business challenges with unique solutions. You’ll look at every creative task as an experience, always pushing for a unique, memorable and innovative outcome. You’ll advance the work by drawing on vast experience and knowledge, settling for nothing less than the best.

You’ll be part of an expansive and talented team working independently and collaboratively. You’ll be empowered to learn and grow together with other creative minds. Your contributions and ideas will be valued and heard, and you’ll have opportunities to innovate and take part in efforts that advance our creative team.

Your key responsibilities

You’ll lead ideation sessions, mentor teams, and be actively developing award-winning creative. You’ll lead, mentor, rally, create, and inspire. Through clear communication you’ll be able to articulate and present compelling creative concepts that will be essential in gaining stakeholder alignment and advancing project goals.

You’ll collaborate closely with graphic designers, motion graphic designers, videographers, and content strategists to create cohesive, elevated visual content across multi-faceted and complex event channels. Success in this role requires a strong creative vision, a deep expertise in experiential design from strategy through execution, and the capacity to manage multiple event deliverables simultaneously.

Skills and attributes for success

  • Ability to proactively foster exceptional client relationships to build trust that leads to the co-development of new opportunities
  • Sound business acumen to fully comprehend stakeholders’ strategic vision and influence the development of the creative throughout the lifecycle of an event
  • Ability to initiate and successfully lead creative ideation sessions inspiring new design perspectives
  • Proven ability to inspire, guide, and cultivate innovation and creativity by harnessing the strengths of diverse skillsets within a multi-disciplinary creative team.
  • Strong leadership skills with the ability to lead by example

To qualify for the role, you must have

  • Bachelor's degree in graphic design or related discipline or equivalent work experience as an Art Director
  • Eight-plus years of event-related art direction and design experience
  • Comprehensive knowledge in event and creative industry practices, digital trends, innovation and technology demonstrated within a portfolio.
  • Advanced creative conceptual thinking and design skills and the ability to constructively critique colleagues’ concepts
  • Ability to drive development of creative briefs, storyboards and to sell clients on your design and persuade them to follow your design direction
  • Innovative mindset with current knowledge of design and creative technology trends related to events
  • Advanced knowledge of Adobe Creative Suite; proficient in prototyping, Microsoft Office and Teams
  • Experience in successfully leading creative project teams and individuals in implementing event vision, concept and design of deliverables in various platforms and media; reviewing work, troubleshooting and providing feedback
  • Experience in successfully mentoring and coaching creatives in developing conceptual skills, including critiquing design projects and providing constructive feedback in a virtual environment
  • Experience working and mentoring in a fast paced, matrixed agency or in-house team environment to develop a range of creative initiatives
  • Experience working in a virtual environment with flexibility for a hybrid work arrangement - remotely and at local EY office as required by business needs


Ideally, you’ll also have

  • Strong communication skills, active listening and diplomacy when collaborating with internal team members and business partners
  • Advanced problem-solving skills to identify, resolve and overcome challenges


What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $73,300 to $137,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $88,000 to $155,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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08.12.2025
BOA

Bank Of America Credit Solutions Advisor - Perimeter Center Financial United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of:Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending...
Description:


This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care.
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 specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Responds to client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience


Required Qualifications:

  • Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of:
    • Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year
  • Knowledge of credit and home lending requirements
  • Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
  • Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
  • Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
  • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
  • Strong written and verbal communications skills.
  • Ability to handle ambiguity and adapt to changing circumstances.
  • Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
  • Can be flexible to work weekends and/or extended hours as needed.
  • A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
  • Ability to learn and understand technology.
  • Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.

Desired Qualifications:

  • Experience working in a financial center where goals were met or exceeded.
  • Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
  • Knowledge of banking products and services.
  • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
  • Experience in a loan origination role in a retail environment and knowledge of
  • Mortgage Products (Conventional, Jumbo and HELOC, Government)
  • Structuring, Processing, underwriting and closing procedures
  • Federal regulations governing real estate lending
  • FHA and HUD guidelines
  • Other Lending Products (Credit Card, Vehicle Loans)
  • Strong computer skills including MS applications and previous experience utilizing laptop technology.

Skills:

  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Referral Identification
  • Risk Management
  • Client Experience Branding
  • Credit Documentation Requirements
  • Credit and Risk Assessment
  • Pipeline Management
  • Referral Management
  • Attention to Detail
  • Collaboration
  • Issue Management
  • Prospecting
  • Relationship Building

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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07.12.2025
EY

EY Data Protection Privacy Senior Associate - Business Process ... United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Supports the Compliance function of the Data Protection program as needed, including but not limited to:. Conducting data protection due diligence reviews of business processes and data processing activities in...
Description:

We are operating in an increasingly connected world that is changing how to manage risk. With fast-paced technology advancements, new innovations within emerging technologies, and an ever-challenging regulatory environment, it is business critical for our organization to identify not only the risks but the opportunities these present to us. As a Data Protection & Privacy Senior Associate, you will support processes within the Ethics, Compliance, and Risk Management (ECRM). Our brand depends on it. It’s all part of our long-term commitment to building a better working world and in return, you can expect plenty of opportunities to take on new responsibilities and develop your career.

Your key responsibilities

As part of the EY Americas Data Protection (Confidentiality, Data Privacy) function, you will maintain visibility over and perform data protection due diligence activities around business processes and processing activities (i.e., Activity Privacy Impact Assessments (APIAs)). You will help to interpret data protection and privacy laws and policies, determine required actions to standard and non-standard situations, and make recommendations based on firm guidance, professional standards, subject matter expertise, and acquired experience.

Skills and attributes for success

  • Supports the Compliance function of the Data Protection program as needed, including but not limited to:
    • Conducting data protection due diligence reviews of business processes and data processing activities in order to enable EY compliance with legal/regulatory, EY firm, and EY client data protection and privacy requirements,
    • Developing procedures operationalizing data protection compliance measures, and monitoring and assessing adherence to implemented controls,
    • Collaborating with various functions within the organization, such as Talent, Finance, Service Line Quality, and business teams to maintain visibility over evolving and new processing activities and bake in Data Protection compliance measures as appropriate, and
    • Creating reports on various data protection compliance activities to be delivered to key program stakeholders, including senior leaders within the organization;
  • Assists the Data Risk Management function of the Data Protection program as needed, including but not limited to:
    • Documenting, conducting, and assisting others with investigations of data incidents (i.e., instances of loss, theft, or inappropriate disclosure of confidential/personal information); collaborating with clients, internal functions, and EY service lines to understand root cause, assess impact, and develop remediation plans, and
    • Developing and maintaining EY confidential and personal information inventory, in partnership with EY internal functions and service lines, to understand types of information that require protection and to fulfil data protection regulatory requirements (e.g., Records of Processing Activities (ROPA)).
  • Continuously maintains and expands knowledge of field of expertise and communicates new developments and resulting impact to program stakeholders and team members; and
  • Participates in various ad-hoc Data Protection and Privacy projects, as needs develop.

To qualify for the role, you must have

  • Strong verbal and written communication skills
  • Solid understanding of relevant firm business and area wide data protection issues and concerns
  • Strong problem-solving skills
  • Flexibility and the ability to take the initiative
  • Ability to right-size risk
  • Strong research skills
  • Strong project management skills; ability to successfully handle multiple tasks
  • Good working knowledge of information systems and common software packages
  • Bachelor’s degree or equivalent work experience; Graduate degree or Juris Doctorate preferred
  • 1-4 plus years related experience

Ideally, you’ll have

  • Ability to reference existing firm data protection and privacy policies as well as knowledge and experience to review complex situations and assist in proposing solutions
  • Strong knowledge of relevant global, national, and local data protection laws, regulations, and standards, as well as familiarity with other risk management initiatives outside of their specific area
  • Sound understanding of high-level technology trends and issues surrounding data protection
  • Privacy certification from ISACA or the International Association of Privacy Professionals (e.g., CIPP, CIPM, CDPSE, AIGP)

What we look for

We’re interested in people that will be able to right-size risk and recommend creative solutions to complex problems, as well as make significant contributions to complex Risk Management projects.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 18 days of paid time off with additional time based on your level and years of service plus 12 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being.

What we offer you

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $71,700 to $130,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $86,000 to $147,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


Show more

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07.12.2025
EY

EY EY-Parthenon - Deals Financial Diligence Sell Side Senior As... United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers. Ability to analyze financial and operational results of businesses to be sold through reviewing...
Description:

EY-Parthenon – Deals – Financial Diligence – Sell Side – Senior Associate

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

There are plenty of complex challenges when preparing and executing divestitures and our clients turn to us to handle them. As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll be right at the heart of that goal. You'll work with some of the most recognized leaders in the field of corporate transactions assisting our clients on sell side transactions and helping to provide tailored guidance to maximize value.

Your key responsibilities

As a Senior Associate with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll support the execution of transformational deals, working as a team to solve complex challenges. That means you'll need a natural authority and confidence in your professionalism. It's a political role at times, as you'll be integrating into complex client teams, so your ability to develop and cultivate relationships will be extremely helpful here.

Skills and attributes for success

  • Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers.
  • Ability to analyze financial and operational results of businesses to be sold through reviewing accounting records and conducting interviews with management.
  • Ability to assist clients in the preparation of SEC filings, including carve-out audited financial statements.
  • Remaining up to date on industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide authoritative knowledge and insight to clients.
  • Microsoft Excel skills including the ability to process, manipulate and concisely present large amounts of data; knowledge of Alteryx and Microsoft Power Bi is a +.
  • Ability to identify business and technical issues and/or inconsistencies and develop point-of-view to discuss with senior team members.

To qualify for the role, you must have

  • A bachelor’s degree in accounting or finance and 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience
  • Public accounting experience.
  • Excellent analytical skills and the confidence to translate complex data into meaningful insights.
  • The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts.
  • Solid negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.
  • You must either reside in or be in a commutable distance to your office location for this position.
  • The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.

Ideally, you will have

  • A proven record of excellence in audit and/or mergers or acquisitions transaction’s role.
  • An active CPA certification.
  • Experience gained within another large professional services organization.
  • Established networking skills in a relevant industry.
  • Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,800 to $159,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,000 to $181,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


Show more

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07.12.2025
BOA

Bank Of America Financial Solutions Advisor Registration Candidate United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...
Description:

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

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 your position requires SAFE Act registration, you will be 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 your immediate termination.

We’ll help you:

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

  • Get training and one-on-one coaching from Academy managers who are invested in your success.

  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

  • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

  • 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.


Desired Qualifications

  • Currently holds FINRA Securities Industry Essentials (SIE)

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

  • Client Experience Branding

  • Client Solutions Advisory

  • Investment Management

  • Pipeline Management

  • Referral Management

  • Client Management

  • Customer and Client Focus

  • Portfolio Management

  • Prospecting

  • Referral Identification

  • Business Acumen

  • Executive Presence

  • Oral Communications

  • Risk Management

1st shift (United States of America)

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers. Ability to analyze financial and operational results of businesses to be sold through reviewing...
Description:

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

There are plenty of complex challenges when preparing and executing divestitures and our clients turn to us to handle them. As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll be right at the heart of that goal. You'll work with some of the most recognized leaders in the field of corporate transactions assisting our clients on sell side transactions and helping to provide tailored guidance to maximize value.

Your key responsibilities

As a Director with EY-Parthenon’s Deals – Financial Diligence - Sell Side team, you'll support the execution of transformational deals, working as a team to solve complex challenges. That means you'll need a natural authority and confidence in your professionalism. It's a political role at times, as you'll be integrating into complex client teams, so your ability to develop and cultivate relationships will be extremely helpful here. You will also be helping develop staff and seniors ensuring their career development.

Skills and attributes for success

  • Experience handling divestitures, including carve-outs, spins and full-enterprise sales for private investor groups and corporate buyers.
  • Ability to analyze financial and operational results of businesses to be sold through reviewing accounting records and conducting interviews with management.
  • Ability to assist clients in the preparation of SEC filings, including carve-out audited financial statements.
  • Remaining up to date on industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide authoritative knowledge and insight to clients.
  • Microsoft Excel skills including the ability to process, manipulate and concisely present large amounts of data; knowledge of Alteryx and Microsoft Power Bi is a +.

To qualify for the role, you must have

  • A bachelor's degree in Accounting or Finance and 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience.
  • Significant public accounting experience.
  • Excellent analytical skills and the confidence to translate complex data into meaningful insights.
  • The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts.
  • Solid negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.
  • You must either reside in or be in a commutable distance to your office location for this position.
  • The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
  • Proven ability to identify and assess business and technical issues, distill key insights, and deliver clear, strategic recommendations to executives.

Ideally, you will have

  • A proven record of excellence in audit and/or mergers or acquisitions transaction’s role.
  • An active CPA certification.
  • Experience gained within another large professional services organization.
  • Established networking skills in a relevant industry.
  • Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $120,400 to $220,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $144,500 to $250,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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