Financial Solutions Advisor: Client Growth & Planning

Bank of America; Chelmsford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Chelmsford is seeking a professional to provide tailored advice to clients, manage their investment goals, and enhance client relationships. The ideal candidate will have relevant licenses and experience in the financial industry, showcasing strong communication skills and a collaborative spirit. Join this firm to help clients achieve their financial objectives while working in a dynamic environment.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• At least one year experience in the financial services or sales.
• Builds and nurtures strong relationships.
• Communicates effectively and confidently.

Responsibilities

• Works with clients to plan their financial goals.
• Recommends banking and investment strategies.
• Triages client requests.
• Identifies potential new clients through referrals.
• Provides coaching and feedback to referral partners.

Skills

Advisory

Account Management

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Job description

A leading financial services firm in Chelmsford is seeking a professional to provide tailored advice to clients, manage their investment goals, and enhance client relationships. The ideal candidate will have relevant licenses and experience in the financial industry, showcasing strong communication skills and a collaborative spirit. Join this firm to help clients achieve their financial objectives while working in a dynamic environment.