Wealth Planning & Investment Advisor

Bank of America; Stafford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in the United Kingdom is seeking a qualified professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include triaging client leads, making referrals, and developing financial plans using various investment products. Candidates must hold Series 7 & 66 licenses and have relevant experience in the financial services industry. This role operates in a fast-paced environment with a focus on client relationship management.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least one year experience in the investments industry.
• One year experience in a financial service or sales environment.
• Goal-oriented and capable of building relationships.
• Effective communicator, comfortable with client engagement.
• Ability to manage tasks in a fast-paced environment.
• Adapts to new information and seeks solutions for clients.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investment strategies to align with client needs.
• Triages client requests and makes referrals based on needs.

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

A leading financial institution in the United Kingdom is seeking a qualified professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include triaging client leads, making referrals, and developing financial plans using various investment products. Candidates must hold Series 7 & 66 licenses and have relevant experience in the financial services industry. This role operates in a fast-paced environment with a focus on client relationship management.