Current jobs related to Financial Solutions Advisor - Southampton, Southampton - Bank of America

  • Financial Planning Administrator

    3 weeks ago

    Southampton, Southampton, United Kingdom Fram Executive Search Limited Full time

    Financial Planning AdministratorWe are working with a Chartered financial planning firm in Dorset to find a skilled Financial Planning Administrator to join their team. The ideal candidate will have previous experience of working within an advice environment and be highly organised & methodical, with excellent attention to detail, communication, numerical...

  • Mortgage Advisor

    1 month ago

    Southampton, Southampton, United Kingdom John Charcol Full time

    About the RoleWe are seeking a skilled and knowledgeable Mortgage Advisor to join our team at John Charcol. As a Mortgage Advisor, you will play a crucial part in helping clients navigate the mortgage process, ensuring they understand their options and make informed decisions.Key ResponsibilitiesAssess clients' financial situations to determine suitable...

  • Mortgage Advisor

    1 month ago

    Southampton, Southampton, United Kingdom John Charcol Full time

    About the RoleWe are seeking a skilled and knowledgeable Mortgage Advisor to join our team at John Charcol. As a Mortgage Advisor, you will play a crucial part in helping clients navigate the mortgage process, ensuring they understand their options and make informed decisions.Key ResponsibilitiesAssess clients' financial situations to determine suitable...

  • HSE Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom Integrate Engineering Resources Full time

    Job Title: HSE AdvisorJob Summary:We are seeking an experienced HSE Advisor to join our team at Integrate Engineering Resources. As an HSE Advisor, you will play a critical role in supporting the delivery of our client's HSE strategy and ensuring the health and safety of employees and contractors on site.Key Responsibilities:Support the development and...

  • HSE Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom Integrate Engineering Resources Full time

    Job Title: HSE AdvisorJob Summary:We are seeking an experienced HSE Advisor to join our team at Integrate Engineering Resources. As an HSE Advisor, you will play a critical role in supporting the delivery of our client's HSE strategy and ensuring the health and safety of employees and contractors on site.Key Responsibilities:Support the development and...

  • Technical Sales Advisor

    1 month ago

    Southampton, Southampton, United Kingdom Ernest Gordon Recruitment Limited Full time

    Technical Sales Advisor (Marine/Yachts)Location: SouthamptonSalary: £30,000 - £40,000 + Progression + Training + Life Insurance + Pension + Company BonusWe are seeking a skilled Technical Sales Advisor to join our team in the dynamic yachting industry. As a globally recognised leader, we offer a range of advanced vessels and are dedicated to delivering...

  • Technical Sales Advisor

    1 month ago

    Southampton, Southampton, United Kingdom Ernest Gordon Recruitment Limited Full time

    Technical Sales Advisor (Marine/Yachts)Location: SouthamptonSalary: £30,000 - £40,000 + Progression + Training + Life Insurance + Pension + Company BonusWe are seeking a skilled Technical Sales Advisor to join our team in the dynamic yachting industry. As a globally recognised leader, we offer a range of advanced vessels and are dedicated to delivering...

  • Healthcare Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom Solutions4Health Full time

    Job Title: Account AdvisorThis is a full-time position with a salary of £24,960 per annum. The contract is fixed-term for 1 year.About the Role:We are seeking a skilled professional to join our team as an Account Advisor. As a key member of our team, you will be responsible for devising and delivering client-led treatment plans in concordance with national...

  • Healthcare Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom Solutions4Health Full time

    Job Title: Account AdvisorThis is a full-time position with a salary of £24,960 per annum. The contract is fixed-term for 1 year.About the Role:We are seeking a skilled professional to join our team as an Account Advisor. As a key member of our team, you will be responsible for devising and delivering client-led treatment plans in concordance with national...

  • Financial Transactions Coordinator

    4 weeks ago

    Southampton, Southampton, United Kingdom Global Technology Solutions Ltd Full time

    Job Title: Part Time BookkeeperWe are seeking a detail-oriented Bookkeeper to manage our financial transactions and maintain accurate financial records. Your role will be vital in ensuring our finances are on track, supporting the team to achieve their goals.Key Responsibilities:Draft and issue new client invoices as requested.Generate and send client...

  • Mortgage Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom Countrywide Mortgage Services Full time

    Mortgage Advisor Job DescriptionWe are seeking an exceptional Mortgage Advisor to join our team at Countrywide Mortgage Services. As a Mortgage Advisor, you will be responsible for providing expert advice and guidance to our customers on their mortgage options, ensuring they find the right solution for their needs.Main Responsibilities:Building relationships...

  • Mortgage Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom Countrywide Mortgage Services Full time

    Mortgage Advisor Job DescriptionWe are seeking an exceptional Mortgage Advisor to join our team at Countrywide Mortgage Services. As a Mortgage Advisor, you will be responsible for providing expert advice and guidance to our customers on their mortgage options, ensuring they find the right solution for their needs.Main Responsibilities:Building relationships...

  • Mortgage Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom OneDome Full time

    About the RoleAs a Mortgage Advisor at OneDome, you will play a crucial role in providing exceptional client service and delivering high-quality mortgage advice. You will be responsible for liaising with clients and lenders to secure the best possible mortgage solutions for our clients.Key ResponsibilitiesProvide expert mortgage advice to clients, ensuring a...

  • Part Time Financial Administrator

    3 weeks ago

    Southampton, Southampton, United Kingdom Global Technology Solutions Ltd Full time

    Job DescriptionWe are seeking a detail-oriented Bookkeeper to manage our financial data and provide administrative support to our team at Global Technology Solutions Ltd.Key Responsibilities:Manage financial data and maintain accurate recordsProcess invoices and paymentsProvide administrative support to the teamRequirements:Proven experience in bookkeeping...

  • Senior Environmental Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom DP World Full time

    About the RoleWe are seeking an experienced Senior Environmental Advisor to join our team at DP World in Southampton. As a key member of our Health, Safety and Environment department, you will play a crucial role in ensuring environmental regulatory compliance and leading business practices related to environmental management, assessment, and enhancement.Key...

  • Senior Environmental Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom DP World Full time

    About the RoleWe are seeking an experienced Senior Environmental Advisor to join our team at DP World in Southampton. As a key member of our Health, Safety and Environment department, you will play a crucial role in ensuring environmental regulatory compliance and leading business practices related to environmental management, assessment, and enhancement.Key...

  • Service Advisor

    3 weeks ago

    Southampton, Southampton, United Kingdom V3 Recruitment Full time

    Job DescriptionOur client is seeking a Service Advisor to maximise service profitability through professional sales techniques in Hedge End, Southampton.Main Objectives:Maximise customer awareness of all available retailer servicesEnsure highest level of customer care and satisfaction at all timesKey to success in this role is the ability to work effectively...

  • HR Advisor

    1 month ago

    Southampton, Southampton, United Kingdom Spire Healthcare Ltd Full time

    Job Title: HR AdvisorSpire Healthcare Ltd is seeking a skilled HR Advisor to join our team. As an HR Advisor, you will play a crucial role in supporting the Hospital Director and People Business Partner in carrying out ad-hoc HR projects.Key Responsibilities:Carry out ad-hoc HR projects as required, under the direction of the Hospital Director and People...

  • HR Advisor

    1 month ago

    Southampton, Southampton, United Kingdom Spire Healthcare Ltd Full time

    Job Title: HR AdvisorSpire Healthcare Ltd is seeking a skilled HR Advisor to join our team. As an HR Advisor, you will play a crucial role in supporting the Hospital Director and People Business Partner in carrying out ad-hoc HR projects.Key Responsibilities:Carry out ad-hoc HR projects as required, under the direction of the Hospital Director and People...

  • Senior Environmental Advisor

    4 weeks ago

    Southampton, Southampton, United Kingdom DP World Full time

    About the RoleWe are seeking an experienced Senior Environmental Advisor to join our team at DP World in Southampton. As a key member of our Health, Safety and Environment department, you will play a crucial role in ensuring environmental regulatory compliance and leading business practices related to environmental management, assessment, and enhancement.Key...

Financial Solutions Advisor

2 months ago

Southampton, Southampton, United Kingdom Bank of America Full time

About the Role

This position is responsible for providing comprehensive financial 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.

Key Responsibilities

  • 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
  • Triage 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
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Requirements

  • Currently holds Series 7 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Sets and accomplishes goals, achieving whatever you put your mind to