Strategic Financial Solutions Advisor

Bank of America; Warrington; On-site; GBP 50,000 - 70,000; Full time

Job summary

Bank of America in the United Kingdom seeks a client-focused financial services professional to help clients reach their financial goals through brokerage, banking and investment solutions.

You will triage client leads, refer to internal partners based on needs and asset levels, review goals with clients and guide product recommendations while completing required licenses and trainings. SAFE Act registration applies for applicable roles.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to manage multiple tasks in a fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Plans clients' short and long-term financial goals with brokerage products.
• Recommends banking and investments strategies aligning with client goals.
• Triages client requests and referrals to internal service providers; mitigates risk.
• Identifies and engages potential new clients through referrals or existing clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

FINRA SIE (DESIRED)

Job description

Bank of America in the United Kingdom seeks a client-focused financial services professional to help clients reach their financial goals through brokerage, banking and investment solutions.

You will triage client leads, refer to internal partners based on needs and asset levels, review goals with clients and guide product recommendations while completing required licenses and trainings. SAFE Act registration applies for applicable roles.