Financial Solutions Advisor - Consumer Investments - South Shore and Cape Cod Market

TN United Kingdom; Braintree; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients. This role involves building comprehensive financial plans, recommending brokerage products, and engaging with clients to help them achieve their financial aspirations. The ideal candidate will possess strong communication skills and a background in the investments industry, with a commitment to continuous learning and professional development. Join a dynamic team where your expertise will make a significant impact on clients' financial journeys.

Qualifications

• 1+ years in the investments industry with knowledge of investment products.
• Experience in financial services or sales with goal achievement.

Responsibilities

• Build financial plans with brokerage products including stocks and bonds.
• Recommend banking and investment strategies aligned with client goals.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral & Written Communications

Issue & Risk Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Education

Series 7 License

Series 66 License

CFP or CRPC

Job description

Financial Solutions Advisor - Consumer Investments - South Shore and Cape Cod Market, Braintree

Client: Bank of America

Location: Braintree, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: 4a9d1b9a0664

Job Views: 8

Posted: 26.04.2025

Expiry Date: 10.06.2025

Job 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 engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and maintain SAFE Act registration may result in disciplinary action including termination.

Responsibilities:

• Work with clients to plan their financial goals by building a financial plan with brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and make referrals to internal service providers based on needs and asset thresholds.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Provide coaching and feedback to referral partners based on client needs and product recommendations.

Required Qualifications:

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If missing the 66, an offer can be extended with the condition of passing within 60 days.
• At least one year of experience in the investments industry, including investment training and knowledge of investment products.
• At least one year of experience in financial services or sales environment with goal achievement.
• Ability to set and achieve goals, build relationships, collaborate, communicate effectively, manage time, and adapt to new information.

Desired Qualifications:

• Strong computer skills and multitasking ability.
• Three or more years in financial services or sales with goal achievement.
• Additional professional designations such as CFP or CRPC.
• Insurance licenses.

Skills:

• Advisory, Account Management, Client Experience Branding, Customer Focus, Oral & Written Communications, Issue & Risk Management, Client Solutions, Pipeline Management, Active Listening, Attention to Detail, Policies & Procedures, Client Management, Causation Analysis.

Shift: 1st shift (United States of America)

Hours Per Week: 40