Financial Analyst Capital Farm CreditFinancial AnalystCollege Station, TexasFinancial Forecasting Assistance: Help prepare quarterly financial forecast updates by collecting relevant internal data and supporting senior analysts with preliminary analysis. Asset/Liability Management Support: Participate in ALCO-related tasks by preparing meeting materials and assisting with the creation of quarterly reports such as Interest Rate Sensitivity Analysis and performance summaries.
Financial Solutions Advisor - College Station Area Bank of AmericaFinancial Solutions Advisor - College Station AreaCollege Station, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. 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 solutions.
Financial Solutions Advisor - Registration Candidate - College Station Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - College Station AreaCollege Station, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.