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Join a leading financial institution as a Financial Solutions Advisor where you will provide tailored financial advice and solutions to clients in the United Kingdom. This role requires a keen understanding of investment products, strong communication skills, and the ability to meet regulatory requirements. Being part of our dynamic team means you'll help clients achieve their financial goals through effective management and personalized service. If you possess a Series 7 and 66 license with experience in the financial industry, this opportunity is for you.
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Client: Bank of America
Location: United Kingdom
Job Category: Other
EU work permit required: Yes
Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Employees must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in disciplinary action up to and including termination.
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Required Qualifications:
Desired Qualifications:
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*Note: Multiple locations listed, but not all are immediately open.
Shift: 1st shift (United States of America)
Hours Per Week: 40