Wealth Planner & Investment Solutions Advisor

Bank of America; England; On-site; GBP 65,000 - 80,000; Full time

Job summary

A leading financial services company in England is seeking a Finance Advisor to provide comprehensive financial advice and customized solutions to clients. You will work to achieve client financial goals through strategic planning, strong relationship management, and effective communication. The ideal candidate will have a minimum of one year in the investments industry, hold Series 7 and 66 licenses, and demonstrate a commitment to proactive client engagement. This role offers a competitive salary and benefits in a supportive environment.

Benefits

Industry-leading benefits

Paid time off

Incentive eligibility

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• Strong relationship building and communication skills.

Responsibilities

• Plan clients' financial goals with a tailored financial plan.
• Recommend strategies aligning with client needs.
• Provide coaching to referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Active Listening

Education

High School Diploma / GED

Job description

A leading financial services company in England is seeking a Finance Advisor to provide comprehensive financial advice and customized solutions to clients. You will work to achieve client financial goals through strategic planning, strong relationship management, and effective communication. The ideal candidate will have a minimum of one year in the investments industry, hold Series 7 and 66 licenses, and demonstrate a commitment to proactive client engagement. This role offers a competitive salary and benefits in a supportive environment.