Financial Services Professional

1 day ago


Birmingham, Birmingham, United Kingdom Bank of America Full time

About the Role:

\

Merrill Financial Solutions Advisors are highly skilled professionals who help clients achieve their financial goals through tailored advice and guidance. As a Merrill Financial Solutions Advisor, you will be part of a team that specializes in wealth management, including planning for retirement, education, and legacy goals.

\

Your role will involve providing personalized advice to clients, assessing their financial needs, and recommending investment strategies. You will also partner with financial advisor teams to build their network and promote portfolio growth.

\

As a successful candidate, you will have at least two years' experience working in the financial service industry or a sales environment where goals were met or exceeded. You will also have a minimum of one year's experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

\

We offer a competitive salary range of $80,000 - $110,000 per annum, depending on your level of experience. Our benefits package includes a comprehensive health insurance plan, 401(k) matching program, and opportunities for professional development and growth.

\

About Us:

\

Bank of America is a leading provider of financial services, offering a wide range of products and services to individuals, businesses, and institutions. We are committed to helping our clients achieve their financial goals through innovative solutions and exceptional customer service.

\

Requirements:

\
  • \
  • Two years' experience working in the financial service industry or a sales environment\
  • Minimum of one year's experience in the investments industry, including investment training and in-depth knowledge of investment products and services\
  • Strong computer skills and the ability to multitask in a demanding environment\
  • Bachelor's degree, preferably in business-related field\
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)\
\

Skills and Qualifications:

\
  • \
  • Account Management\
  • Client Investments Management\
  • Client Management\
  • Client Solutions Advisory\
  • Relationship Building\
  • Advisory\
  • Business Development\
  • Fraud Management\
  • Pipeline Management\
  • Portfolio Management\
  • Client Experience Branding\
  • Issue Management\
  • Prospecting\
  • Referral Identification\
  • Sales Performance Management\


  • Birmingham, Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About Us: St. James's Place plc is a leading Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to High Net Worth clients.Fund Details: We have funds under management in excess of £184.4bn.Job Overview: As a Senior Administrator, you will provide technical and administrative support while...


  • Birmingham, Birmingham, United Kingdom Professional Technical Full time

    About UsProfessional Technical is a leading international lift engineering company offering attractive financial packages and opportunities for growth and development. We are currently seeing a well-experienced Lift Service Engineer to support us in a key area of our business covering Birmingham and surrounding areas.About the JobAs a Lift Engineer, you will...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...


  • Birmingham, Birmingham, United Kingdom Lloyds Banking Group Full time

    Job Overview:We are looking for a Financial Services Professional to join our team in Halifax. As a key member of our branch team, you will be responsible for providing expert advice and guidance to customers on a range of financial products and services.Main Responsibilities:• Provide exceptional customer service and support to customers on a range of...


  • Birmingham, Birmingham, United Kingdom Lloyds Bank plc Full time

    IntroductionThis is an exciting opportunity to launch your career in the financial services industry. As a Financial Services Professional apprentice, you will join a pioneering front office apprenticeship programme and gain a qualification at the same time.


  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    Job DescriptionThe role of an Independent Financial Adviser is a key position within our respected financial services firm in the Midlands. As an Investment Advice Specialist, you will provide tailored investment advice to clients, ensuring compliance with all regulatory standards and company procedures.About the Role:The successful candidate will be...


  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    Exciting Opportunity in Financial Services TrainingKM Recruitment, a leading UK-wide recruiter for the Skills and Employability sectors, is seeking an experienced professional to fill a challenging role.Job Title: Financial Services Professional - Mortgage and Financial AdviceLocation: Hybrid Role (Home / field based) with flexible travel...


  • Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full time

    Job OverviewWe are seeking a seasoned financial professional to join our advisory team in the UK. This full-time, permanent position offers opportunities for growth and development.The ideal candidate will have:Proven experience as a financial adviserExcellent service skills and knowledge of regulationsAble to work effectively with clients and internal...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    This is an exciting opportunity to work with Premier Jobs UK Limited as a Financial Services Professional. In this role, you will have the chance to receive quality leads, build strong relationships within a supportive culture, and access all types of lending (residential, commercial, bridging, asset finance).We are looking for ambitious individuals who want...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our team in Birmingham (Hybrid) and take over a portfolio of over one hundred clients. The successful candidate will be responsible for managing their own portfolio, providing exceptional financial guidance and advice to existing clients, and contributing...


  • Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full time

    About Us:Regional Recruitment Services is committed to providing high-quality recruitment solutions to clients across the UK.We are seeking an experienced financial professional to join our advisory team in the UK. As a seasoned expert, you will contribute to delivering high-standard advisory services to clients and internal teams.This is a full-time,...


  • Birmingham, Birmingham, United Kingdom Professional Technical Ltd Full time

    Professional Technical Ltd, a renowned international lift engineering company, is seeking an experienced Lift Service Engineer to join their team in the Birmingham area. This role offers a competitive financial package and opportunities for growth and development.As a key member of the team, you will be responsible for:Effectively managing your designated...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Join us as a Financial Services Professional in Birmingham, working from home with a renowned IFA firm. This fantastic opportunity allows you to leverage your skills and experience in financial planning, delivering exceptional results for our clients.With an established client base and high-quality leads, you will be able to quickly establish yourself in...


  • Birmingham, Birmingham, United Kingdom Gowling WLG (UK) LLP Full time

    Job Title: Financial Services ProfessionalAbout Us: Gowling WLG (UK) LLP is a leading law firm with expertise in various fields. We are committed to providing exceptional services to our clients.Salary: £25,000 - £35,000 per annumJob Description: We are seeking a highly skilled Financial Services Professional to join our team. The successful candidate will...


  • Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    A Career Opportunity in Financial ServicesEvelyn Partners Fund Solutions Limited is seeking an accomplished professional with a proven track record in financial services to join their Valuations team in Birmingham. As a member of this team, you will play a vital role in providing expert guidance on valuation matters and ensuring that our services meet the...


  • Birmingham, Birmingham, United Kingdom Jigsaw Financial Full time

    Job SummaryJigsaw Financial invites applications from experienced Investment Managers for a challenging role that involves promoting funds and the investment management proposition to intermediaries/advisers, establishing strong relationships with advisers, and leading and managing business development activities. The ideal candidate will have proven...


  • Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionRecruit UK | Certified B Corp™ is seeking a highly skilled Financial Adviser to join our team.This is a fantastic opportunity for an experienced professional to take their career to the next level, focusing on client relationship development and providing expert financial advice.ResponsibilitiesThe successful candidate will be responsible...


  • Birmingham, Birmingham, United Kingdom Austin Fraser Full time

    About Austin FraserWe are a leading provider of business services and outsourcing solutions seeking a skilled professional to join our team.Job OverviewThis role is ideal for a results-driven individual with a passion for accounting and business advisory. You will be responsible for delivering comprehensive services including accounting, payroll, and...


  • Birmingham, Birmingham, United Kingdom Payments Awards Full time

    We are seeking a Financial Services Professional to join our team at Payments Awards.About the RoleThis is an exciting opportunity to work with a global fintech launching cutting-edge propositions, offering unique merchant services, and focusing on retail payments, digital identity, and IT solutions sales.Key ResponsibilitiesProduct Owner - Wealth...


  • Birmingham, Birmingham, United Kingdom Pertemps Network Group Full time

    Company OverviewPertemps Recruitment is a leading recruitment agency specializing in financial services. Our client, a prominent financial services provider based in Central Birmingham, is seeking an experienced Accounts Assistant to join their dynamic team.