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Financial Solutions Advisor Stage II - Consumer Investments -Coastal CarolinasMarket, Southport
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Client:
Bank of America
Location:
Southport, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
0067685c5c74
Job Views:
4
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
Description
:
Description
:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
1. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
2. Recommends banking and investments strategies that align with client financial goals and needs
3. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
4. Mitigates and controls risk as part of daily activities
5. Identifies and engages potential new clients through referrals or financial center clientele
6. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Skills:
7. Account Management
8. Advisory
9. Client Experience Branding
10. Customer and Client Focus
11. Oral Communications
12. Active Listening
13. Attention to Detail
14. Client Solutions Advisory
15. Issue Management
16. Pipeline Management
17. Causation Analysis
18. Client Management
19. Policies, Procedures, and Guidelines
20. Risk Management
21. Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40 #J-18808-Ljbffr