Financial Solutions Advisor - Consumer Investments -Pioneer Valley/Northern CT Market

Bank of America; City of Edinburgh; On-site; GBP 70,000 - 80,000; Full time

Job summary

A leading company in financial services seeks a Financial Solutions Advisor to provide tailored financial advice and solutions. The role involves meeting clients, building financial plans, and recommending investment strategies. Ideal candidates will have strong client management skills and a commitment to delivering exceptional service.

Benefits

Industry-leading benefits

Paid time off

Resources to support employee growth

Community impact initiatives

Responsibilities

• Provide comprehensive advice and customized solutions to clients.
• Meet with clients to review financial and investment goals.
• Build and review financial plans involving stocks, bonds, and banking solutions.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral and Written Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue and Pipeline Management

Causation Analysis

Policy, Procedures, and Guidelines Compliance

Risk Management

Job description

Financial Solutions Advisor - Consumer Investments - Pioneer Valley/Northern CT Market

Financial Solutions Advisor - Consumer Investments - Pioneer Valley/Northern CT Market

Apply locations: Newington, Avon, West Hartford, Windsor

Time type: Full time

Posted on: Yesterday

Job requisition id: 25022364

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a great place to work is core to how we drive Responsible Growth. This includes our commitment to diversity and inclusion, attracting and developing talent, supporting wellness, recognizing performance, and making an impact in our communities.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities:

1. Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals.
2. Triaging client leads and making referrals to appropriate business partners based on client needs and asset thresholds.
3. Meet with clients to review financial and investment goals, build financial plans, and recommend brokerage products.
4. Complete required licenses and trainings to expand knowledge.
5. Register with the SAFE Act registry and pass background checks, as required for residential loan mortgage originations.
6. Build and review financial plans involving stocks, bonds, mutual funds, annuities, and banking solutions.
7. Recommend banking and investment strategies aligned with client goals.
8. Identify and engage potential new clients through referrals or existing clientele.
9. Provide coaching and feedback to referral partners based on client needs and product recommendations.
10. Mitigate and control risk in daily activities.

Skills:

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral and Written Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue and Pipeline Management
• Causation Analysis
• Policy, Procedures, and Guidelines Compliance
• Risk Management

Note: Multiple locations are listed; however, there may not be an immediate opening at each site.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency:

US - CT - Avon, Newington, West Hartford, Windsor; Salary range: $70,000 - $80,000 annually, based on experience and skills.

This role is eligible for a formulaic incentive plan, with opportunities based on performance metrics.

Benefits:

Benefits-eligible role with industry-leading benefits, paid time off, and resources to support employee growth and community impact.