Job Title: Financial Solutions Advisor - Irvine, Irvine
Client:
Bank of America
Location:
Irvine, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
7d2c1cf1c5d3
Job Views:
10
Posted:
12.08.2025
Expiry Date:
26.09.2025
Job Description:
Description: This role involves providing comprehensive financial advice and tailored solutions to clients to help them achieve their financial goals. Responsibilities include managing client leads, referring clients to appropriate partners, reviewing financial and investment goals with clients, developing financial plans, and recommending brokerage products. Employees are expected to complete necessary licenses and training, and comply with SAFE Act registration requirements, including background checks. Failure to maintain registration can lead to disciplinary actions.
Responsibilities:
1. Develop financial plans with clients using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
2. Recommend banking and investment strategies aligned with client goals.
3. Triages client requests and refers to internal service providers based on needs and asset thresholds.
4. Manage risks associated with daily activities.
5. Identify and engage potential new clients through referrals or existing clientele.
6. Provide coaching and feedback to referral partners.
Required Qualifications:
1. Series 7 & 66 licenses (or 63 & 65 in lieu of 66), with a condition to pass missing series within 60 days if not held.
2. At least one year of experience in the investment industry and financial services.
3. Experience in a sales environment with goal achievement.
4. Strong relationship-building skills.
5. Effective communication and client engagement skills.
6. Ability to manage goals, prioritize, and work in a fast-paced environment.
7. Willingness to learn and adapt.
8. Time management skills.
9. Thoroughness in regulatory compliance and client strategies.
Desired Qualifications:
1. Strong computer skills and multitasking ability.
2. Three or more years in financial services or sales.
3. Additional certifications like CFP or CRPC.
4. Insurance licenses.
Skills:
1. Account Management
2. Advisory
3. Client Experience Branding
4. Customer Focus
5. Oral and Written Communication
6. Active Listening
7. Attention to Detail
8. Client Solutions Advisory
9. Issue and Risk Management
10. Pipeline Management
11. Policy and Procedure Compliance
Note: This is a sourcing requisition; there may not be an immediate opening for all listed locations.
Shift & Hours:
1st shift (United States of America), 40 hours/week
Pay Range & Benefits:
Salary: $70,000 - $80,000 annually, based on experience. Eligible for incentives and benefits, including paid time off and other resources.
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