Financial Solutions Advisor
3 days ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.
Key Responsibilities:- Provide comprehensive financial planning and investment advice to clients
- Develop and implement tailored financial plans to meet clients' unique needs and goals
- Recommend and implement investment strategies to help clients achieve their financial objectives
- Collaborate with clients to understand their financial situations and develop solutions to address their needs
- Stay up-to-date on market trends and regulatory changes to provide informed advice to clients
- Series 7 and 65 licenses (or equivalent)
- At least one year of experience in the investments industry
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
- Knowledge of financial planning and investment products and services
- Additional professional designations such as CFP or CRPC
- Experience working in a sales environment
- Strong computer skills and ability to multitask
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.
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Englewood Cliffs, New Jersey, United States LG Electronics Full time{"title": "Financial Planning and Analysis Role at LG Electronics", "content": "Financial Planning and Analysis Role at LG ElectronicsLG Electronics is a global leader in technology, dedicated to creating innovative solutions for a better life. As a Financial Planning and Analysis (FP&A) professional, you will play a critical role in shaping the company's...
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