Strategic Financial Solutions Advisor

Bank of America; Salisbury; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America seeks a qualified financial professional to provide tailored financial guidance and product recommendations to clients. You will triage leads, refer to specialists, and meet with clients to review goals and propose suitable banking and investment solutions.

Required licenses and a commitment to ongoing training are essential. The role involves mortgage-related duties under SAFE Act regulations and a focus on compliant, client-centered service in a fast-paced environment.

Qualifications

• Aptitude in obtaining required industry licenses
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Currently holds FINRA Securities Industry Essentials (SIE) (desired)

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America seeks a qualified financial professional to provide tailored financial guidance and product recommendations to clients. You will triage leads, refer to specialists, and meet with clients to review goals and propose suitable banking and investment solutions.

Required licenses and a commitment to ongoing training are essential. The role involves mortgage-related duties under SAFE Act regulations and a focus on compliant, client-centered service in a fast-paced environment.