Wealth Planning Advisor

Bank of America; Newcastle upon Tyne; On-site; GBP 52,000 - 59,000; Full time

Benefits offered by this job

Incentive plan

Benefits

Job summary

Bank of America is seeking a driven Financial Advisor to provide tailored financial guidance. You will build plans using brokerage products and banking solutions, meeting with clients to review goals and progress.

Role requires licensing (Series 7/66 or equivalents), at least one year in investments or financial services, and the ability to work Monday through Friday with some Saturdays. Compliance with SAFE Act is required.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals, build relationships, and work in a fast-paced environment.

Responsibilities

• Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, etc.).
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to 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 client needs and product services.

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 or equivalent

Job description

Bank of America is seeking a driven Financial Advisor to provide tailored financial guidance. You will build plans using brokerage products and banking solutions, meeting with clients to review goals and progress.

Role requires licensing (Series 7/66 or equivalents), at least one year in investments or financial services, and the ability to work Monday through Friday with some Saturdays. Compliance with SAFE Act is required.