Client Investment & Banking Solutions Advisor

Bank of America; Dumfries; On-site; GBP 49,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is recruiting for a client-focused financial advisor role, offering guidance on banking and investment products to help clients reach their financial goals. The role requires Series 7 and 66 (or 63/65) licenses and at least one year in financial services or sales, with a focus on building relationships and achieving targets.

Responsibilities include triaging client needs, referrals, risk mitigation, and meeting regulatory due diligence requirements in daily activities.

Qualifications

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience Branding

Investment Management

Portfolio Management

Risk Management

Oral Communications

Trading

Client Solutions Advisory

Pipeline Management

Referral Management

Client Management

Executive Presence

Business Acumen

Prospecting

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is recruiting for a client-focused financial advisor role, offering guidance on banking and investment products to help clients reach their financial goals. The role requires Series 7 and 66 (or 63/65) licenses and at least one year in financial services or sales, with a focus on building relationships and achieving targets.

Responsibilities include triaging client needs, referrals, risk mitigation, and meeting regulatory due diligence requirements in daily activities.