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BOA
Bank Of America Financial Solutions Advisor - Consumer Investments United States, New York
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...
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...
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...
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...
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,...
Demonstrates willingness to complete required industry licensing. Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time...
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 an experienced finance consultant looking to get a foot into the tech industry? Look no further than Expoint, the job-searching platform made solely for the tech industry.
As a financial consultant at Expoint, you will be responsible for advising on how to manage the finances of their clients. You will work with a broad range of clients ranging from start-ups to established tech companies. An important part of your role will be to develop strategies to ensure income is balanced and expenses are managed. You will be required to provide up-to-date and accurate financial advice to clients, taking into consideration current and upcoming financial trends. Additionally, you will also advise on financial management strategies to help ensure the clients’ financial health and maximise their profits.
A successful financial consultant should be knowledgeable, analytical and passionate about finance. As a consultant, you will need to have a good understanding of taxation laws, financial management, investment strategies, economics and accounting principles. Good communication and interpersonal skills are essential to understand the goals and requirements of clients. It is also important to have good research and presentation skills to be able to analyse financial data, compile clear and concise reports and present findings to clients.
Expoint is the ideal job search platform for financial consultants looking to join the tech industry. You will have the opportunity to work with a range of clients, while utilising your skills and knowledge in the area of tech finance. To become part of our team, apply now and jumpstart your tech finance career with Expoint.