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Bank Of America Financial Solutions Advisor Stage Consumer Investments - Por... United States, Oregon, Portland
::The primary role of the Financial Solutions Advisor Stage I Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary...
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...
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...
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...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
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...
::The primary role of the Financial Solutions Advisor Stage I Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary...
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!