Financial Solutions Advisor - Client-Focused, Licensed

Bank of America; Dumfries; On-site; GBP 48,000 - 67,000; Full time

Job summary

Bank of America is hiring a Financial Advisor to help clients achieve their financial goals through tailored advice and investment solutions. You will plan and review financial plans, recommend banking and investment strategies, and refer clients to appropriate partners to meet asset thresholds.

The role emphasizes licenses, ongoing training, and building trusted client relationships in a dynamic environment. In-office culture and career development opportunities are highlighted.

Qualifications

• Must obtain required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Ability to work in a fast-paced environment with multiple tasks.
• Strong communication and collaboration skills.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs.
• Identifies potential new clients through referrals or existing clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Oral Communications

Executive Presence

Business Acumen

Prospecting

Referral Management

Pipeline Management

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America is hiring a Financial Advisor to help clients achieve their financial goals through tailored advice and investment solutions. You will plan and review financial plans, recommend banking and investment strategies, and refer clients to appropriate partners to meet asset thresholds.

The role emphasizes licenses, ongoing training, and building trusted client relationships in a dynamic environment. In-office culture and career development opportunities are highlighted.