Full-Time

Corporate Financial Solutions Advisor

Cfsa, Evergreen

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Compensation Overview

$65k - $85kAnnually

+ Incentive Plan

Mid

New York, NY, USA + 1 more

More locations: Atlanta, GA, USA

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Series 7 and 66 Required
  • 2+ years’ experience in a metrics-based sales or service role where expectations were met or exceeded
  • Experience working with Corporate Benefit Plans
  • Demonstrated client management success
  • Passion for excellence and willingness to work to exceed client expectations
  • Strong computer/technological skills with an ability to multitask in a fast paced environment
  • Bachelor's degree (business related discipline strongly preferred)
  • Superior client service proficiency including excellent verbal, written, and listening skills
  • A high level of personal integrity and the ability to comply with enterprise policy and procedures
  • Strong understanding and ability to communicate the suite of enterprise products and services
Responsibilities
  • Providing support to Equity and 401K plan participants to position yourself as a trusted partner for financial or investment needs
  • Executing proactive service calls and task for Equity and 401K plan participants
  • Better understand their client’s needs in order to provide financial education and advice
  • Responsibly manage the full client experience, providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
  • Implement solutions including investment (spanning a full spectrum of self-directed to fully managed platforms); banking (deposit accounts and credits cards); and lending
  • Further strengthen relationships by responding to client questions, anticipating needs, regular outreach, exceeding expectations and following through on commitments
  • Demonstrate knowledge of all solutions and apply key principles appropriately to the individual’s goals and needs
  • Consistently identify opportunities and where appropriate fulfill and/or refer to internal partners
  • Ability to grasp, explain and apply technical material quickly
  • Manage resolution of client issues, including research and communication and documentation of outcomes
  • Demonstrate expert knowledge of and compliance with internal and regulatory policies, procedures and processes

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through a diverse array of financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Bank of America is exploring blockchain for faster, secure cross-border payments.
  • The bank collaborates with fintech firms to enhance digital offerings.
  • It invests significantly in cybersecurity to protect customer data and maintain trust.

What critics are saying

  • Increased competition in the credit facility market may impact market share.
  • Large corporations raising capital through share sales could affect traditional banking services.
  • The rise of fintech platforms could disrupt traditional syndicated loan processes.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The company is committed to a $1 trillion sustainable finance goal by 2030.
  • It invests heavily in AI-driven customer service tools for enhanced user experience.

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