Financial Solutions Advisor - Consumer Investments - West Detroit Market

Bank of America; Brighton; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services provider seeks a Financial Solutions Advisor in Brighton to provide comprehensive financial advice and tailored solutions to clients. This role involves assisting clients in achieving their financial goals through strategic recommendations and effective communication. Applicants must possess relevant licenses and have at least one year of experience in the investment industry.

Qualifications

• Series 7 & 66 licenses (or Series 63 or 65 with a plan to obtain the missing license within 60 days).
• At least one year of experience in the investment industry.
• Strong relationship-building skills.

Responsibilities

• Assist clients in planning short and long-term financial goals using brokerage products.
• Manage risk as part of daily activities.
• Identify and engage potential new clients through referrals.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral and Written Communication

Issue and Risk Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Policies and Procedures

Client Management

Causation Analysis

Job description

Job Title: Financial Solutions Advisor - Consumer Investments - West Detroit Market, Brighton

Client:

Bank of America

Location:

Brighton, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

f45bda972ce3

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

Description: This role involves providing comprehensive financial advice and tailored solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, referring clients to appropriate partners, reviewing financial and investment objectives with clients, building financial plans, and recommending brokerage products. Employees are expected to complete necessary licenses and training, and must comply with SAFE Act registration requirements, including background checks. Failure to maintain registration may result in disciplinary actions.

Responsibilities:

• Assist clients in planning short and long-term financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend strategies aligned with clients' financial needs and goals.
• Triages client requests and refers to suitable internal service providers.
• Manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Provide coaching and feedback to referral partners based on client needs.

Required Qualifications:

• Series 7 & 66 licenses (or Series 63 or 65 with a plan to obtain the missing license within 60 days).
• At least one year of experience in the investment industry, with knowledge of investment products and services.
• Experience in financial services or sales environment with goal achievement.
• Strong relationship-building skills.
• Effective communication skills and confidence in engaging clients.
• Ability to manage goals, prioritize tasks, and work efficiently in a fast-paced setting.
• Willingness to learn and adapt, seeking optimal solutions for clients.
• Time management skills.
• Regulatory compliance awareness.

Desired Qualifications:

• Strong computer skills and multitasking ability.
• Over three years of experience in financial services or sales.
• Additional professional designations like CFP or CRPC.
• Insurance licenses.
• Bilingual in Spanish preferred.

Skills:

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

*Note: Multiple locations are listed, but not all have immediate openings.

Shift: 1st shift (United States of America)

Hours Per Week: 40