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Bank Of America Financial Solutions Advisor Stage II - United States, South Carolina, Myrtle Beach
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...
from Academy managers who are invested in your success. by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. (63 & 65 accepted, in...
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...
Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results-driven mindset and prioritizes...
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...
5+ years of relevant experience in Finance or related field. BS/BA or equivalent in business or related field. Demonstrated ability to conduct complex, data driven analysis. Strong knowledge of Excel...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
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...
Are you a finance professional looking for a job in the tech industry? Expoint is the premier destination for tech-savvy financial representatives.
At Expoint, our goal is to match the specific needs of tech companies with experienced finance professionals who can help them achieve their financial goals. Our financial representatives provide a range of services including financial planning, analysis and forecasting, and risk management.
As a financial representative on Expoint, you would need to have a strong knowledge of accounting concepts, corporate finance, financial markets and investment strategies, and tax planning. You will work closely with senior executives to develop strategic financial plans and forecasts. You must also have excellent organizational, analytical, and communication skills.
In addition, the successful financial representative must be keenly aware of current market trends and competitive analysis. You must have the ability to interpret financial information and develop innovative solutions for our clients. With the use of sophisticated technology, you will be able to measure our clients’ financial performance, illustrate the effects of policy decisions, and recommend effective solutions.
Finally, financial representatives must exhibit strong customer service skills. You must be able to identify clients’ needs and develop relationships that ensure the long-term success of the company.
At Expoint, our financial representatives are the core of our business. If you have the experience, skills, and determination to help drive our mission, join us today!