Solutions Architect jobs in United States, New York, New York
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BOA
Bank Of America Financial Solutions Advisor - Greater Queens NY Market United States, New York, New York
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...
Review quarterly or monthly NAVs, capital allocations, carried interest calculations and management fee calculations. Review of capital calls and distributions calculations and notices. Review financial statements and address inquiries from...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
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...
Leads supporting internal clients use of the Fusion Platform by providing technical expertise and guidance on multiple Product capabilities. Mentors a team of Data and AI specialists, fostering a collaborative...
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust...
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...
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