Financial Solutions Advisor I: Licenses + Client Impact

Bank of America; Reading; On-site; GBP 100,000 - 125,000; Full time

Job summary

A major financial institution is seeking a Financial Solutions Advisor in Reading, UK. As an FSA I, you will receive training to obtain necessary licenses and develop skills to manage client relationships effectively. The role involves working in a financial center and providing comprehensive financial solutions to clients to help them achieve their goals. This position requires strong communication skills and the ability to collaborate effectively. Competitive pay and benefits are available.

Benefits

World-class training and onboarding programs

One-on-one coaching

Paid time off

Industry-leading benefits

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain Securities Industry licenses and foundational skills as an advisor.
• Deliver Bank of America’s banking and investment solutions to clients.
• Utilize a consultative approach with clients to identify their needs.
• Provide comprehensive advice and client presentations to achieve financial goals.
• Collaborate with banking and investment partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School

Bachelor’s degree or minimum one year of financial services industry or sales experience

Job description

A major financial institution is seeking a Financial Solutions Advisor in Reading, UK. As an FSA I, you will receive training to obtain necessary licenses and develop skills to manage client relationships effectively. The role involves working in a financial center and providing comprehensive financial solutions to clients to help them achieve their goals. This position requires strong communication skills and the ability to collaborate effectively. Competitive pay and benefits are available.