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966 jobs found
08.12.2023
BOA
Bank Of America Financial Service Representative- Retirement United States, New Jersey
:Job Summary::The Retirement & Benefits Investment Specialist is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the...
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested...
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested...
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested...
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested...
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested...
Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store. Conducts needs-based conversations and offers financial solutions to meet our Customers’ needs. Makes quality referrals to appropriate...
:Job Summary::The Retirement & Benefits Investment Specialist is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the...
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!