Current jobs related to Financial Solutions Advisor - Ballwin - Bank of America
-
Associate Financial Advisor
2 days ago
Ballwin, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...
-
Financial Services Professional
4 hours ago
Ballwin, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with a Financial Advisor to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability to deeply understand...
-
Tax Advisor
2 weeks ago
Ballwin, Missouri, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients year-round.Build and maintain strong relationships with...
-
Tax Advisor
2 weeks ago
Ballwin, Missouri, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...
-
Financial Services Coordinator
2 weeks ago
Ballwin, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide personalized service to clients,...
-
Ballwin, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Senior Portfolio Strategist
4 days ago
Ballwin, Missouri, United States Edward Jones Full timeJob OverviewAs a Senior Portfolio Strategist on the High Net Worth team at Edward Jones, you will play a critical role in delivering personalized advice and investment solutions to our clients. You will work closely with financial advisors and clients to understand their unique needs and goals, and develop tailored investment plans that align with their...
-
Branch Administrator
1 week ago
Ballwin, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Administrator to join our team at Edward Jones. As a critical member of our branch team, you will play a key role in providing exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide exceptional client service and support to our...
-
Branch Administrator
7 days ago
Ballwin, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Administrator to join our team at Edward Jones. As a critical member of our branch team, you will play a key role in providing exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide exceptional client service and support to our...
-
Branch Administrator
7 days ago
Ballwin, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Administrator to join our team at Edward Jones. As a critical member of our branch team, you will play a key role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide exceptional client service and support to our...
-
Branch Office Administrator
2 weeks ago
Ballwin, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
16 hours ago
Ballwin, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Insurance Advisor for Newcomers
4 weeks ago
Ballwin, Missouri, United States Mitchel Granier American Family Insurance Full timeMitchel Granier American Family Insurance - Junior Insurance ConsultantMitchel Granier American Family Insurance is looking for a Junior Insurance Consultant to become a vital part of our team. In this role, you will contribute significantly to our mission of delivering customized insurance solutions that provide clients with security and assurance.What We...
-
Environmental Geologist Leader
2 days ago
Ballwin, Missouri, United States WSP Full timeAbout the RoleWe are seeking a highly skilled Vice President, Environmental Geologist to join our Site Investigation & Remediation (SIR) team in Creve Coeur, Missouri. As a key member of our team, you will be responsible for leading environmental remediation projects, developing business opportunities, and mentoring junior staff.Key ResponsibilitiesPerform...
-
Relationship Banker
2 weeks ago
Ballwin, Missouri, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.Job Summary:We are seeking a Relationship Banker to join our team in Manchester, Missouri. As a Relationship Banker, you will be responsible for building and maintaining strong relationships...
-
Relationship Banker
2 weeks ago
Ballwin, Missouri, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.Job Summary:We are seeking a Relationship Banker to join our team in Manchester, Missouri. As a Relationship Banker, you will be responsible for building and maintaining strong relationships...
-
Environmental Geologist Leader
3 days ago
Ballwin, Missouri, United States WSP Full timeAbout the RoleWe are seeking a highly skilled Vice President, Geology to join our team at WSP. As a key member of our Site Investigation & Remediation (SIR) team, you will be responsible for leading environmental remediation and geologic investigations projects in the Industrial, Mining, Energy, Oil & Gas, and Transportation sectors.Key...
-
Relationship Banker
3 weeks ago
Ballwin, Missouri, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.We are dedicated to creating a diverse and inclusive...
-
Relationship Banker
3 weeks ago
Ballwin, Missouri, United States Bank of America Full timeJob Description:Job Title: Relationship Banker - Client Engagement SpecialistJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging with clients in the lobby to educate and assist with conducting transactions through...
-
Dir-Clinical Performance Acceleration
3 days ago
Ballwin, United States Disability Solutions Full timeWe’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...
Financial Solutions Advisor
3 months ago
Financial Solutions Advisor - Consumer Investments - Manchester Financial Center Manchester, Missouri **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + 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 solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your mind to. + Builds and nurtures strong relationships. + Collaborates effectively with others to get things done. + Communicates effectively and confidently and is comfortable engaging all clients. + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. + Likes to learn, adapts to new information and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired** **Qualifications** : + Strong computer skills with an ability to multitask in a demanding environment. + At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is the Law" poster, CLICK HERE (ol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) . To view the "EEO is the Law" Supplement, CLICK HERE (ol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .
