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Financial solutions advisor - consumer investments - west detroit market

Brighton
Bank Of America
Financial solutions advisor
Posted: 1 July
Offer description

Job Title: Financial Solutions Advisor - Consumer Investments - West Detroit Market, Brighton


Client:

Bank of America


Location:

Brighton, United Kingdom


Job Category:

Other


EU work permit required:

Yes


Job Reference:

f45bda972ce3


Job Views:

3


Posted:

29.06.2025


Expiry Date:

13.08.2025


Job Description:

Description: This role involves providing comprehensive financial advice and tailored solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, referring clients to appropriate partners, reviewing financial and investment objectives with clients, building financial plans, and recommending brokerage products. Employees are expected to complete necessary licenses and training, and must comply with SAFE Act registration requirements, including background checks. Failure to maintain registration may result in disciplinary actions.

Responsibilities:

* Assist clients in planning short and long-term financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
* Recommend strategies aligned with clients' financial needs and goals.
* Triages client requests and refers to suitable internal service providers.
* Manage risk as part of daily activities.
* Identify and engage potential new clients through referrals or existing clientele.
* Provide coaching and feedback to referral partners based on client needs.

Required Qualifications:

* Series 7 & 66 licenses (or Series 63 or 65 with a plan to obtain the missing license within 60 days).
* At least one year of experience in the investment industry, with knowledge of investment products and services.
* Experience in financial services or sales environment with goal achievement.
* Strong relationship-building skills.
* Effective communication skills and confidence in engaging clients.
* Ability to manage goals, prioritize tasks, and work efficiently in a fast-paced setting.
* Willingness to learn and adapt, seeking optimal solutions for clients.
* Time management skills.
* Regulatory compliance awareness.

Desired Qualifications:

* Strong computer skills and multitasking ability.
* Over three years of experience in financial services or sales.
* Additional professional designations like CFP or CRPC.
* Insurance licenses.
* Bilingual in Spanish preferred.

Skills:

* Advisory
* Account Management
* Client Experience Branding
* Customer Focus
* Oral and Written Communication
* Issue and Risk Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Policies and Procedures
* Client Management
* Causation Analysis

*Note: Multiple locations are listed, but not all have immediate openings.

Shift: 1st shift (United States of America)

Hours Per Week: 40

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