Finance Consultant

2 weeks ago

England, United Kingdom Bank of America Full time

National Financial Solutions Advisor I (Series 7 Required) page is loaded National Financial Solutions Advisor I (Series 7 Required)
Apply locations Pennington time type Full time posted on Posted 2 Days Ago job requisition id 24004067 Job Description:
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.
Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

As a National Financial Solutions Advisor (NFSA I) , your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. We’ll help you • Build a successful career  at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Build your network.  S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As a Financial Solutions Advisor, you can look forward to
• Unlimited potential for financial growth. • Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
A bachelor’s degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. • Strong computer skills with an ability to multitask in a demanding environment. Shift:
1st shift (United States of America) Hours Per Week: 
National Financial Solutions Advisor - Development Program
locations Pennington time type Full time posted on Posted Yesterday Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
Considerations when writing a resume
• Do use high quality, white or light colored 8½ x 11 paper. For example, don't mention your fondness for swimming unless you want to work on the water.)
• 

  • D365 Finance Consultant

    Found in: Jooble UK C2 - 2 weeks ago

    England, United Kingdom Cognitive Group | Part of the Focus Cloud Group Full time

    D365 Finance Consultant - £80k A respected Retail Organisation is looking a D365 Finance Consultant to help them with their ongoing D365 implementation. The successful candidate will specialise in Finance, having a good working knowledge of D365 as well a strong finance and accountancy background. This role is a good fit for anyone who has to the end of...

  • D365 Finance Consultant

    2 weeks ago

    England, United Kingdom Cognitive Group | Part of the Focus Cloud Group Full time

    D365 Finance Consultant - £80k A respected Retail Organisation is looking a D365 Finance Consultant to help them with their ongoing D365 implementation. The successful candidate will specialise in Finance, having a good working knowledge of D365 as well a strong finance and accountancy background. This role is a good fit for anyone who has to the end of...

  • D365 Finance Consultant

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    England, United Kingdom Cognitive Group | Part of the Focus Cloud Group Full time

    D365 Finance Consultant - £80k A respected Retail Organisation is looking a D365 Finance Consultant to help them with their ongoing D365 implementation.The successful candidate will specialise in Finance, having a good working knowledge of D365 as well a strong finance and accountancy background. This role is a good fit for anyone who has to the end of an...

  • D365 Finance Consultant

    Found in: Appcast UK C2 - 1 week ago

    England, United Kingdom Cognitive Group | Part of the Focus Cloud Group Full time

    D365 Finance Consultant - £80k A respected Retail Organisation is looking a D365 Finance Consultant to help them with their ongoing D365 implementation.The successful candidate will specialise in Finance, having a good working knowledge of D365 as well a strong finance and accountancy background. This role is a good fit for anyone who has to the end of an...

  • D365 Finance Consultant

    Found in: Appcast UK C C2 - 1 week ago

    England, United Kingdom Cognitive Group | Part of the Focus Cloud Group Full time

    D365 Finance Consultant - £80k A respected Retail Organisation is looking a D365 Finance Consultant to help them with their ongoing D365 implementation.The successful candidate will specialise in Finance, having a good working knowledge of D365 as well a strong finance and accountancy background. This role is a good fit for anyone who has to the end of an...

  • MS Dynamics 365 F&O Lead Finance Consultant

    Found in: Appcast UK C C2 - 1 week ago

    England, United Kingdom KPMG UK Full time

    MS Dynamics 365 F&O Lead Finance Consultant We are looking for a Dynamics 365F&O Lead Finance Consultant with knowledge in all phases of large-scale enterprise Dynamics 365F&O projects with a hands-on approach and proven experience in end to end implementations, along with interfacing and integration of Dynamics products. Consultancy experience is a must as...

  • MS Dynamics 365 F&O Lead Finance Consultant

    Found in: Whatjobs ES C2 - 4 days ago

    England, United Kingdom KPMG UK Full time

    MS Dynamics 365 F&O Lead Finance Consultant We are looking for a Dynamics 365F&O Lead Finance Consultant with knowledge in all phases of large-scale enterprise Dynamics 365F&O projects with a hands-on approach and proven experience in end to end implementations, along with interfacing and integration of Dynamics products. Consultancy experience is a must...

  • MS Dynamics 365 F&O Lead Finance Consultant

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    England, United Kingdom KPMG UK Full time

    MS Dynamics 365 F&O Lead Finance Consultant We are looking for a Dynamics 365F&O Lead Finance Consultant with knowledge in all phases of large-scale enterprise Dynamics 365F&O projects with a hands-on approach and proven experience in end to end implementations, along with interfacing and integration of Dynamics products. Consultancy experience is a must as...

  • MS Dynamics 365 F&O Lead Finance Consultant

    2 weeks ago

    England, United Kingdom KPMG UK Full time

    MS Dynamics 365 F&O Lead Finance Consultant We are looking for a Dynamics 365F&O Lead Finance Consultant with knowledge in all phases of large-scale enterprise Dynamics 365F&O projects with a hands-on approach and proven experience in end to end implementations, along with interfacing and integration of Dynamics products. Consultancy experience is a must...

  • MS Dynamics 365 F&O Lead Finance Consultant

    Found in: Jooble UK C2 - 2 weeks ago

    England, United Kingdom KPMG UK Full time

    MS Dynamics 365 F&O Lead Finance Consultant We are looking for a Dynamics 365F&O Lead Finance Consultant with knowledge in all phases of large-scale enterprise Dynamics 365F&O projects with a hands-on approach and proven experience in end to end implementations, along with interfacing and integration of Dynamics products. Consultancy experience is a must...

  • MS Dynamics 365 F&O Lead Finance Consultant

    Found in: Appcast UK C2 - 1 week ago

    England, United Kingdom KPMG UK Full time

    MS Dynamics 365 F&O Lead Finance Consultant We are looking for a Dynamics 365F&O Lead Finance Consultant with knowledge in all phases of large-scale enterprise Dynamics 365F&O projects with a hands-on approach and proven experience in end to end implementations, along with interfacing and integration of Dynamics products. Consultancy experience is a must as...

  • D365 Manager

    Found in: Jooble UK C2 - 5 days ago

    England, United Kingdom AgnesCole Consulting Full time

    Dynamics365 - Manager - Finance Our Globally established consulting client is actively seeking an Dynamics365 - Manager - Finance in their growing team in London. The successful candidate would hit the ground running, involved in a number of crucial projects within the latest technology. Dynamics365 - Manager - Finance UK Based - Hybrid with potential EU...

  • D365 Manager

    5 days ago

    England, United Kingdom AgnesCole Consulting Full time

    Dynamics365 - Manager - Finance Our Globally established consulting client is actively seeking an Dynamics365 - Manager - Finance in their growing team in London. The successful candidate would hit the ground running, involved in a number of crucial projects within the latest technology. Dynamics365 - Manager - Finance UK Based - Hybrid with potential EU...

  • D365 Manager

    Found in: Appcast UK C C2 - 5 days ago

    England, United Kingdom AgnesCole Consulting Full time

    Dynamics365 - Manager - FinanceOur Globally established consulting client is actively seeking an Dynamics365 - Manager - Finance in their growing team in London. The successful candidate would hit the ground running, involved in a number of crucial projects within the latest technology.Dynamics365 - Manager - FinanceUK Based - Hybrid with potential EU Travel...

  • D365 Manager

    Found in: Whatjobs ES C2 - 4 days ago

    England, United Kingdom AgnesCole Consulting Full time

    Dynamics365 - Manager - Finance Our Globally established consulting client is actively seeking an Dynamics365 - Manager - Finance in their growing team in London. The successful candidate would hit the ground running, involved in a number of crucial projects within the latest technology. Dynamics365 - Manager - Finance UK Based - Hybrid with potential EU...

  • D365 Manager

    Found in: Appcast Linkedin GBL C2 - 6 days ago

    England, United Kingdom AgnesCole Consulting Full time

    Dynamics365 - Manager - FinanceOur Globally established consulting client is actively seeking an Dynamics365 - Manager - Finance in their growing team in London. The successful candidate would hit the ground running, involved in a number of crucial projects within the latest technology.Dynamics365 - Manager - FinanceUK Based - Hybrid with potential EU Travel...

  • D365 Manager

    Found in: Appcast UK C2 - 5 days ago

    England, United Kingdom AgnesCole Consulting Full time

    Dynamics365 - Manager - FinanceOur Globally established consulting client is actively seeking an Dynamics365 - Manager - Finance in their growing team in London. The successful candidate would hit the ground running, involved in a number of crucial projects within the latest technology.Dynamics365 - Manager - FinanceUK Based - Hybrid with potential EU Travel...

  • Dynamics D365bc Consultant Finance or Warehousing

    11 hours ago

    South West England, United Kingdom Conspicuous Full time

    Title: Dynamics D365BC Consultant (Finance or Warehousing) Role: You will be responsible for implementing D365 Business Central (Finance or Warehousing) at clients across England. You will have a successful track record of delivering complex D365BC / NAV projects. Company: You will join a great team, at a mid sized Microsoft Gold Partner, who have an...

  • Recruitment Consultant

    3 days ago

    England, United Kingdom Gattaca PLC Full time

    Introduction Are you passionate about connecting talented individuals with rewarding career opportunities?For over 35 years, Gattaca has been helping clients across the world grow by solving their biggest talent challenges. Every day we aim to deliver a service that is so trusted that our clients, candidates, colleagues, and suppliers recommend us without...

  • Senior SAP Consultants

    2 weeks ago

    England, United Kingdom Next Ventures Full time

    Seeking a Talented Senior HCM Consultant! We're on the hunt for an experienced Senior HCM Consultant with a specialization in hands-on configuration within Workday systems, including Workday Finance and Payroll. Key Responsibilities: Take the lead on hands-on configuration tasks within Workday HCM, Finance, and Payroll modules. Collaborate closely...