Current jobs related to Financial Solutions Advisor - Louisville - Bank of America

  • Financial Advisor

    3 weeks ago

    Louisville, United States PNC Financial Services Group Full time

    Job Description Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an...

  • Financial Advisor

    2 months ago

    Louisville, United States The PNC Financial Services Group, Inc Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Sales Support Associate

    3 months ago

    Louisville, United States DPL Financial Partners Full time

    Job DescriptionJob DescriptionWanting to take the next step and advance in your sales career? Maybe you want a start in sales and are looking for the right opportunity that has a clear advancement path. Are you driven and motivated to be a top performer? Are you looking for a company to provide coaching and professional development that rewards hard work and...

  • Financial Aid Advisor I

    2 weeks ago

    Louisville, United States Kentucky Community and Technical College System Full time

    Financial Aid Advisor I Job no: 494765 Work type: Full-time Location: Louisville, KY Categories: Staff Title: Financial Aid Advisor I Salary Range: 34,500.00 Contract Term Length: 12 Months Standard Hours: 37.50 Work Location: Hybrid FLSA Status: Non-Exempt College: Jefferson Community & Technical College Campus Location: Jefferson Community College...

  • Financial Solutions Advisor

    3 months ago

    Louisville, United States Bank of America Full time

    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...

  • Financial Advisors in North Carolina

    3 months ago

    Louisville, United States Avior Executive Search Full time

    Job DescriptionJob DescriptionAre you a Wiser Financial Advisor? We have relationships with BD’s, RIA’s & IndependentsLet's discuss what’s important for you. We have relationships globally Financial Advisor Profile:Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network.Currently they have coverage in...

  • Strategic Financial Leader

    2 days ago

    Louisville, Kentucky, United States Cerity Partners Full time

    About the RoleCerity Partners is seeking a highly experienced and skilled Strategic Financial Leader to join our team. As a Senior Financial Advisor, you will be a key member of our Business Advisory leadership team, working closely with our Partner and client accounting team to provide high-level advisory services to our clients and mentoring the team.Key...

  • Financial Wealth Consultant

    1 week ago

    Louisville, Kentucky, United States Stock Yards Bank and Trust Full time

    Job OverviewAs a Financial Wealth Consultant at Stock Yards Bank and Trust, you will play a pivotal role in managing relationships with affluent clients. Your primary responsibilities will include serving as the main point of contact and trusted advisor, fostering and enhancing client relationships, and devising comprehensive wealth management strategies in...

  • Manufacturing Financial Manager

    1 week ago

    Louisville, Kentucky, United States Creative Financial Staffing Full time

    Manufacturing Financial ManagerCreative Financial Staffing is representing a prominent manufacturer, committed to providing top-notch products and innovative solutions to its clientele. This organization emphasizes excellence, sustainability, and ongoing enhancement. They are in search of a proficient and seasoned Manufacturing Financial Manager to become a...

  • Manufacturing Financial Manager

    1 week ago

    Louisville, Kentucky, United States Creative Financial Staffing Full time

    Plant ControllerCreative Financial Staffing is representing a prominent manufacturing firm, committed to providing exceptional products and innovative solutions to its clientele. The organization values excellence, sustainability, and ongoing enhancement. They are in search of a proficient and seasoned Plant Controller to contribute to their ambitious growth...

  • Manufacturing Financial Manager

    1 week ago

    Louisville, Kentucky, United States Creative Financial Staffing Full time

    Plant ControllerCreative Financial Staffing is representing a prominent manufacturing firm, committed to providing exceptional products and pioneering solutions to its clientele. The organization emphasizes its dedication to quality, sustainability, and ongoing enhancement. They are in search of a proficient and seasoned Plant Controller to become an...

  • Experienced Financial Accountant

    1 week ago

    Louisville, Kentucky, United States Creative Financial Staffing Full time

    Senior Accountant Opportunity at a Premier Environmental Engineering Company:Become a vital member of a distinguished environmental engineering firm recognized for providing innovative solutions to clients across the nation. The company operates in 41 states and serves customers in select regions of Canada.Core Responsibilities of the Senior...

  • Financial Controller

    3 weeks ago

    Louisville, United States Solar Energy Solutions Full time

    Job DescriptionJob DescriptionControllerCompany: Solar Energy SolutionsLocation: Louisville, KY or Lexington, KY About Solar Energy Solutions:Formed in 2006, Solar Energy Solutions delivers high-quality renewable energy solutions throughout Kentucky, Indiana, Tennessee, Ohio, Illinois and West Virginia. Our goal is to be the defining player in all areas of...

  • Spanish-Speaking Insurance Advisor

    4 days ago

    Louisville, Kentucky, United States Mary Henry Insurance Agcy Inc Full time

    Join Our Team as a Spanish-Speaking Insurance Advisor!At Mary Henry Insurance Agency Inc, we prioritize our clients' needs. Our agency is dedicated to fostering and nurturing relationships, understanding our clients' requirements, and aligning those with the insurance financial solutions we provide. In appreciation of your commitment to customer service, we...

  • Spanish-Speaking Insurance Advisor

    1 week ago

    Louisville, Kentucky, United States Mary Henry Insurance Agcy Inc Full time

    At Mary Henry Insurance Agcy Inc., we prioritize our customers above all else. Our agency thrives on building lasting relationships, understanding individual needs, and connecting clients with the ideal State Farm insurance and financial services solutions. We offer a rewarding environment that values customer focus and provides competitive compensation,...

  • Senior Business Services Advisor

    2 months ago

    Louisville, United States Cerity Partners Full time

    Job DetailsLevel Senior Job Location Louisville Office - Louisville, KY The Senior Business Services Advisor will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high level advisory services to our clients and mentoring the team. Specifically, this will include...

  • Healthcare Financial Advisor

    1 week ago

    Louisville, Georgia, United States PruittHealth Corporation, Inc. Full time

    Position Overview: This role is essential in managing the financial and administrative functions within the organization, focusing on the healthcare sector. The successful candidate will possess a robust understanding of financial principles as they relate to medical services.Key Responsibilities:Overseeing and managing administrative and financial...

  • Client Service Associate- Louisville, KY

    2 months ago

    Louisville, United States Raymond James Financial Services Full time

    This service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes. Click OK to reset the timer to {0} minutes. You have been signed out. This service is set to sign out after {0} minutes of inactivity. Job Description - Client Service Associate- Louisville, KY (2401788) Job Description Client Service...

  • Chief Financial Officer

    1 week ago

    Louisville, Kentucky, United States Cerity Partners Full time

    Position OverviewLevelSenior ExecutiveLocationRemote/Hybrid Options AvailableThe Chief Financial Officer - Outsourcing will play a pivotal role within the Business Advisory leadership team, collaborating closely with the division's Partner and the client accounting team to deliver top-tier advisory services to our clientele while also mentoring team members....

  • Financial Wealth Consultant

    1 week ago

    Louisville, Kentucky, United States Stock Yards Bank and Trust Full time

    Position OverviewAs a Financial Wealth Consultant at Stock Yards Bank and Trust, you will play a pivotal role in serving as the primary liaison and trusted consultant for affluent clients. Your responsibilities will include nurturing, enhancing, and expanding client relationships, while strategizing and addressing intricate financial matters. You will also...

Financial Solutions Advisor

2 months ago

Louisville, United States Bank of America Full time

Financial Solutions Advisor - Consumer Investments - Fern Creek Financial Center page is loaded

Financial Solutions Advisor - Consumer Investments - Fern Creek Financial Center

Apply

locations

Louisville

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

24020874

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 Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Minimum of 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 time and capacity 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

#J-18808-Ljbffr