Financial Solutions Advisor - Investments & Banking

Bank of America; Birmingham; On-site; GBP 60,000 - 110,000; Full time

Job summary

Bank of America in Birmingham is seeking a financial adviser to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals, and meeting with clients to review goals and build plans with brokerage products.

The position requires Series 7 and 66 licenses (or equivalents), at least one year in investments and financial services, and ability to work a Monday–Friday schedule with rotating Saturdays.

Qualifications

• Licenses Series 7 and 66 (or equivalent) required.
• Minimum of one year experience in investments and financial services.
• Experience in sales environment with goals met or exceeded.
• Strong communication and relationship-building skills.
• Willingness to work Monday to Friday and rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners based on client needs.

Skills

Licenses Series 7 & 66

Client relationship management

Regulatory due diligence

Sales experience

Job description

Bank of America in Birmingham is seeking a financial adviser to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals, and meeting with clients to review goals and build plans with brokerage products.

The position requires Series 7 and 66 licenses (or equivalents), at least one year in investments and financial services, and ability to work a Monday–Friday schedule with rotating Saturdays.