Financial Services Consultant

1 month ago


Birmingham, Birmingham, United Kingdom Bank of America Full time

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Financial Advisor with Bank of America, you will specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

The role involves providing tailored and personalized advice to clients through reviews and presentations, assessing financial goals and recommending investment advisory strategies. You will communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions. Additionally, you will partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth.

Requirements
  • A minimum of two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • A minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term strategies for clients.
  • Experience balancing investment management, sales activities, and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
Benefits

As a Financial Advisor with Bank of America, you can expect a competitive salary range of $80,000 to $120,000 per annum, depending on your location and experience. In addition to a base salary, you may be eligible for bonuses and commissions based on your performance. Other benefits include access to professional development opportunities, flexible work arrangements, and a collaborative team environment.

We are looking for highly motivated and experienced professionals who are passionate about delivering exceptional client experiences. If you have a strong background in finance, excellent communication skills, and a commitment to excellence, we encourage you to apply for this exciting opportunity.



  • 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 Regional Recruitment Services Full time

    Job Title: Senior Financial ConsultantWe are seeking an experienced and skilled Senior Financial Consultant to join our advisory team in the UK. As a Senior Financial Consultant, you will play a crucial role in providing high-standard financial services to clients and internal teams.The ideal candidate will have a strong background in finance, excellent...


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

    Job Description: Financial Services ConsultantWe are seeking a highly skilled Financial Services Consultant to join our team at Premier Jobs UK Limited. This exciting opportunity will see you working with quality leads, within a supportive culture and accessing all types of lending (residential, commercial, bridging, asset finance).The successful candidate...


  • Birmingham, Birmingham, United Kingdom TaylorMade Finance Ltd Full time

    Are you a skilled financial professional looking for a new challenge? Do you have a passion for helping others achieve their financial goals? If so, we may have the perfect opportunity for you!TaylorMade Finance Ltd is a leading mortgage broker that's currently seeking a highly motivated and experienced Financial Services Consultant to join our team. In this...


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

    Job DescriptionWe are seeking a highly motivated and experienced Senior Financial Consultant to join our team at Regional Recruitment Services. This is an excellent opportunity for financial advisers eager to grow their careers with significant progression potential.About the RoleProvide clients with a proactive, holistic financial planning service, ensuring...


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

    About the RoleWe are proud members of the Quilter Financial Planning network, a leading provider of financial services. As a Protection Adviser, you will play a vital role in helping us deliver exceptional customer outcomes.Your main duties will include:Main Duties:Providing expert protection advice to clients, ensuring they receive the best possible...


  • Birmingham, Birmingham, United Kingdom B2B CFO Partners, LLC Full time

    B2B CFO Partners, LLC is a dynamic and growing company seeking an experienced Chief Financial Officer (CFO) to join our team as a Partner. As a Partner, you'll have the opportunity to build a thriving consulting practice and work with business owners to help them achieve their financial goals.The estimated salary for this role is $200,000 - $300,000 per...


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

    About the RoleWe are seeking a seasoned financial professional to join our advisory team in the UK. As a Senior Financial Consultant, you will play a key role in providing expert advice to clients on wealth management solutions.Your responsibilities will include:Offering technical and investment advice on a range of wealth management needsBuilding and...


  • Birmingham, Birmingham, United Kingdom Integris Financial Recruitment Full time

    Job DescriptionAs a Commercial Finance Manager at Integris Financial Recruitment, you will be responsible for providing financial expertise to commercial teams and supporting business growth initiatives.Key AccountabilitiesFinancial planning and analysis.Cost control and budgeting.Financial reporting and compliance.Stakeholder...


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

    Quilter Financial Planning is a leading provider of financial services with a strong focus on customer satisfaction. As a Protection Adviser, you will play a crucial role in helping clients achieve their long-term goals.Working on a self-employed basis, you will be responsible for providing high-quality protection advice to valued clients. Your duties will...


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

    Quilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...


  • Birmingham, Birmingham, United Kingdom Ellis James Partners Ltd Full time

    Job Opportunity:We are looking for a talented and ambitious individual to fill the role of Junior Financial Services Consultant. In this position, you will be responsible for providing financial planning advice to high net worth clients.About the Role:This is an excellent opportunity to join a leading financial services firm and take your career to the next...


  • Birmingham, Birmingham, United Kingdom Countrywide Full time

    Countrywide is looking for an experienced Financial Services Consultant to join their team in Downend. The ideal candidate will have a CeMap qualification, excellent customer care skills, and experience in generating new business in a target-driven environment.The successful candidate will be responsible for providing exceptional customer service, building...


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

    At Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.This role involves utilizing...


  • Birmingham, Birmingham, United Kingdom Jigsaw Financial Full time

    Become a Business Growth Specialist - Financial Services at Jigsaw Financial and contribute to the success of our investment management business by promoting our proposition to intermediaries and financial advisers.About the RoleWe are seeking a skilled and driven individual to establish strong relationships with key stakeholders, lead business development...


  • Birmingham, Birmingham, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Financial Services Career Opportunity">Are you a dedicated and experienced Financial Advisor looking to grow your career in the UK financial market?We are seeking a skilled and motivated individual to join our client's team at Independent Resourcing Consultancy Ltd.Estimated Salary: £65,000 - £85,000 per annum, based on experience.">Job...


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

    Regional Recruitment Services is seeking a seasoned Financial Adviser to join our advisory team in the UK. This full-time, permanent position offers an excellent opportunity for experienced professionals to contribute to a high-standard advisory service.The ideal candidate will have a strong background in financial services and a proven track record of...


  • Birmingham, Birmingham, United Kingdom BDO UK Full time

    We are looking for an expert financial services consultant to join our team at BDO UK. As a Financial Services Advisory Manager, you will be responsible for providing high-quality advice and solutions to our clients, leveraging your extensive knowledge of the financial services sector and the UK regulatory environment.The ideal candidate will have a strong...


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

    Are you a seasoned financial professional looking for a new challenge in Birmingham? We are seeking an experienced Financial Advisor to join our IFA firm and work from home with quality leads and existing clients.As a key member of our team, you will provide expert financial advice to clients, build and maintain strong relationships, and contribute to the...


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

    About the Role: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, permanent position that offers opportunities for growth and development, with a competitive salary range of £50,000...