Strategic Wealth & Investment Solutions Advisor

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

Job summary

Bank of America is seeking a financial advisor to help clients reach their financial goals. You will triage leads, refer to partners based on assets, and review goals with clients for tailored investment and banking solutions.

The role requires licenses, strong relationship-building, and the ability to work in a fast-paced environment while ensuring compliance and client-first service.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to build strong peer relationships through communication and collaboration.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on needs and assets; mitigates risk.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Client Management

Execution/Trading

Executive Presence

Oral Communications

Risk Management

Business Acumen

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to help clients reach their financial goals. You will triage leads, refer to partners based on assets, and review goals with clients for tailored investment and banking solutions.

The role requires licenses, strong relationship-building, and the ability to work in a fast-paced environment while ensuring compliance and client-first service.