Financial Solutions Advisor: Client Growth & Planning

Bank of America; Bedford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in the United Kingdom is seeking a Financial Advisor to provide tailored solutions to clients. You will build financial plans, manage client relationships, and ensure compliance with regulatory requirements. The ideal candidate will have a Series 7 & 66 license and at least one year of experience in investments. This role offers competitive benefits and a collaborative work environment.

Qualifications

• Currently holds Series 7 & 66 licenses or will obtain them within 60 days.
• Minimum one year of experience in the investments industry.
• Experience in financial services or sales environment with goal achievement.

Responsibilities

• Work with clients to achieve their financial goals via building financial plans.
• Recommend banking and investment strategies that align with client needs.
• Triage client requests and refer to appropriate service providers.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Risk Management

Attention to Detail

Job description

A leading financial institution in the United Kingdom is seeking a Financial Advisor to provide tailored solutions to clients. You will build financial plans, manage client relationships, and ensure compliance with regulatory requirements. The ideal candidate will have a Series 7 & 66 license and at least one year of experience in investments. This role offers competitive benefits and a collaborative work environment.