Senior Financial Reporting Manager
Scout Clean Energy
Financial Solutions Advisor – Spanish Preferred
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Denver • Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Junior
About the role
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads, making referrals to business partners
- Meeting with clients to review financial and investment goals
Requirements
- Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience in the financial service industry and/or a sales environment
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advicecustomized solutionstriaging leadsreferralsclient meetingsfinancial goalsinvestment goals
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license
