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Bank Of America Financial Service Representative- Retirement United States, Florida, Jacksonville
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
Close business to meet or exceed quarterly, and annual bookings objectives. Uncover opportunity at existing accounts and establish new accounts to develop sales pipeline. Maintain pipeline in salesforce.com CRM system,...
Meet or exceed sales quotas as determined by management. Provide qualified lead to sales thereby increasing the Company’s revenue. Generate new business opportunities through lead follow-up and prospecting of potential...
Be a hunter, find ideal accounts and prospects for Yotpo’s products. Identify triggers and problems brands may be having to reach out with purpose. Articulate the Yotpo business narrative to...
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, building and...
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
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!