Bank of America
Bank of America
Bank of America bank ishi, moliya va fintech sohalarida faoliyat yurituvchi global moliyaviy tashkilotdir. Uning xizmatlari jismoniy shaxslar uchun bank xizmatlari, kichik biznesni qo‘llab-quvvatlash, boyliklarni boshqarish, investitsiya xizmatlari hamda jismoniy shaxslar, bizneslar va muassasalar uchun kapital bozorlariga kirishni o‘z ichiga oladi. Kompaniya, shuningdek, barqaror moliyalashtirish, xilma-xillik tashabbuslari va jamoatchilikni rivojlantirish dasturlari orqali mas’uliyatli o‘sishga e’tibor qaratadi.

Financial Solutions Advisor – South Puget Sound and Seattle Area

Advise Bank of America clients on tailored financial plans, investment strategies, and banking and brokerage products. Serve financial centers across the South Puget Sound and Seattle market area.

Tavsif

  • Deliver personalized advice and solutions that help clients pursue their financial goals
  • Assess and route client leads and service requests
  • Refer clients to internal partners according to their needs and asset thresholds
  • Meet with clients to discuss financial and investment objectives
  • Create financial plans using stocks, bonds, mutual funds, annuities, banking products, and managed-money solutions
  • Recommend banking and investment approaches suited to each client’s goals and needs
  • Manage and reduce risk in day-to-day activities
  • Develop new business through referrals and financial-center relationships
  • Coach referral partners and provide performance feedback
  • Complete all required licensing and training
  • Train at a designated financial center and, if necessary, begin in a phone-based role until a reasonably commutable financial-center placement is available

Talablar

  • Active Series 7 and Series 66 licenses are required; Series 63 and 65 may replace Series 66, and holders of Series 63 or 65 without Series 66 must complete the missing exam within 60 days
  • At least one year of investment-industry experience, including investment training and detailed knowledge of investment products and services
  • At least one year of experience in financial services or a sales setting with achieved or exceeded goals
  • SAFE Act registration, a background check, and continued good standing are required
  • Demonstrated ability to set and achieve goals
  • Ability to establish and maintain strong relationships
  • Effective collaboration skills
  • Clear, confident communication abilities
  • Ability to manage objectives, handle complexity, prioritize work, and perform in a fast-paced environment
  • Willingness to learn, adapt to new information, and find solutions for clients
  • Efficient time and capacity management skills
  • Ability to integrate regulatory due diligence into daily work and longer-term client strategies
  • Strong computer proficiency and multitasking ability
  • Preferred: at least three years of financial services or sales experience
  • Preferred: CFP or CRPC designation
  • Preferred: insurance licenses

Imtiyozlar

  • Formula-based incentive plan offering monthly, quarterly, and/or annual incentive opportunities
  • Eligibility for employee benefits
  • Paid time off
  • Employee resources and support
  • Training and opportunities for learning and professional growth

O‘xshash ish o‘rinlari

Savannah River Mission Completion

Tank Farm Shift Administrative Coordinator

Savannah River Mission Completion
1 001 – 5 000 Xodimlar
Atrof-muhitEnergetikaHukumat

Provide administrative support for Savannah River Mission Completion’s tank farm operations at the Savannah River Site. Coordinate schedules, records, reports, and departmental activities.

Ochish
Bright

Executive Assistant, Bright (Hybrid, UK)

Bright

Support Bright’s senior leadership team at a digital products company serving accountants, payroll bureaus, and businesses across the UK and Ireland. Coordinate calendars, travel, meetings, and confidential projects on a 12-month contract.

Ochish
CrowdStrike

Remote Executive Assistant, Revenue Operations

CrowdStrike

Support CrowdStrike’s SVP of Revenue Operations with executive scheduling, travel, meeting preparation, and team priorities. This full-time remote role is based on the U.S. West Coast.

Ochish