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    Finance Consultant - England, United Kingdom - Bank of America

    Bank of America
    Bank of America England, United Kingdom

    1 week ago

    Default job background
    Description
    Registered National Financial Solutions Advisor I (Pennington, NJ) (Series 7 & 66 or equivalent Required) page is loaded Registered National Financial Solutions Advisor I (Pennington, NJ) (Series 7 & 66 or equivalent Required)
    Apply locations Pennington time type Full time posted on Posted 6 Days Ago job requisition id

    Job Description:

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

    Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

    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.

    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.

    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
    Recommends banking and investments strategies that align with client financial goals and needs
    Triages client requests and makes referrals to appropriate 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
    Account Management
    Client Experience Branding
    Causation Analysis
    Policies, Procedures, and Guidelines
    Risk Management
    We'll help you


    • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
    • Get training and one-on-one coaching from Academy managers who are invested in your success.
    • Build your network. S. to help eventually grow your business.
    • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
    • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
    As a Financial Solutions Advisor, you can look forward to


    • Unlimited potential for financial growth.
    • Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
    • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
    Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
    • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
    • Is thorough, and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.

    A bachelor's degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.


    • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
    • Strong computer skills with an ability to multitask in a demanding environment

    Shift:
    1st shift (United States of America)

    Hours Per Week:

    Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.

    Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
    Regardless of the position you are interested in, the starting points to building your resume are the same:
    Considerations when writing a resume


    • Do use high quality, white or light colored 81⁄2 x 11 paper. For example, don't mention your fondness for swimming unless you want to work on the water.)
    •
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