Financial Solutions Advisor Stage II - Consumer Investments -Coastal CarolinasMarket

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

Job summary

A leading financial institution is seeking a Financial Solutions Advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves client interaction, building financial plans with brokerage products, and recommending investment strategies that align with client financial objectives. Applicants should have a high school diploma and strong skills in client management, advisory roles, and risk management.

Qualifications

• Minimum education requirement: High School Diploma or equivalent.

Responsibilities

• Works with clients to plan financial goals and build financial plans.
• Recommends banking and investment strategies to align with client needs.
• Mitigates and controls risk as part of daily activities.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School

Job description

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Financial Solutions Advisor Stage II - Consumer Investments -Coastal CarolinasMarket, Southport

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Client:

Bank of America

Location:

Southport, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

0067685c5c74

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Description

:

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. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

Recommends banking and investments strategies that align with client financial goals and needs

Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

Mitigates and controls risk as part of daily activities

Identifies and engages potential new clients through referrals or financial center clientele

Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills:

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40