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Financial Solutions Advisor Stage I

1 month ago

Irvine, North Ayrshire, United Kingdom Bank of America Full time
Unlock Your Potential as a Financial Solutions Advisor Stage I

At Bank of America, we're committed to helping our clients achieve their financial goals. As a Financial Solutions Advisor Stage I, you'll play a critical role in delivering exceptional client experiences and building strong relationships with our customers.

Key Responsibilities:
  • Obtain Securities Industry licenses through dedicated training and support
  • Develop foundational skills to build and manage client relationships
  • Provide comprehensive advice and guidance to clients on their financial needs
  • Collaborate with core banking and investment partners to deliver a seamless client experience
What We Offer:
  • Unlimited potential for financial growth and advancement
  • A strong referral base from across the business
  • Opportunities to connect with experts in small business consulting, mortgage lending, and investment advising
  • Ongoing professional development to deepen your skills and optimize your practice
Requirements:
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and manage complexity
  • Comfortable in a sales role and able to nurture strong relationships with prospective clients
  • Ability to manage time and capacity efficiently
Desired Qualifications:
  • Strong computer skills and ability to multitask
  • Bachelor's degree or 1-2 years' experience in the financial services industry or sales environment
  • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships

We're a culture that believes in responsible growth, diversity, and continuous training and development. If you're passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.