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- Tasks: Help clients achieve financial goals with tailored advice and solutions.
- Company: Join Bank of America, a leading financial institution in the UK.
- Benefits: Enjoy a competitive salary, incentives, paid time off, and more perks.
- Why this job: Be part of a dynamic team that values growth, learning, and client success.
- Qualifications: Must have Series 7 & 66 licenses and at least one year in financial services.
- Other info: This role requires compliance with regulatory standards and ongoing training.
The predicted salary is between 49000 - 57000 £ per year.
Job Title: Financial Solutions Advisor – Irvine, Irvine
Client:
Bank of America
Location:
Irvine, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
7d2c1cf1c5d3
Job Views:
10
Posted:
12.08.2025
Expiry Date:
26.09.2025
Job Description:
Description: This role involves providing comprehensive financial advice and tailored solutions to clients to help them achieve their financial goals. Responsibilities include managing client leads, referring clients to appropriate partners, reviewing financial and investment goals with clients, developing financial plans, and recommending brokerage products. Employees are expected to complete necessary licenses and training, and comply with SAFE Act registration requirements, including background checks. Failure to maintain registration can lead to disciplinary actions.
Responsibilities:
- Develop financial plans with clients using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
- Recommend banking and investment strategies aligned with client goals.
- Triages client requests and refers to internal service providers based on needs and asset thresholds.
- Manage risks associated with daily activities.
- Identify and engage potential new clients through referrals or existing clientele.
- Provide coaching and feedback to referral partners.
Required Qualifications:
- Series 7 & 66 licenses (or 63 & 65 in lieu of 66), with a condition to pass missing series within 60 days if not held.
- At least one year of experience in the investment industry and financial services.
- Experience in a sales environment with goal achievement.
- Strong relationship-building skills.
- Effective communication and client engagement skills.
- Ability to manage goals, prioritize, and work in a fast-paced environment.
- Willingness to learn and adapt.
- Time management skills.
- Thoroughness in regulatory compliance and client strategies.
Desired Qualifications:
- Strong computer skills and multitasking ability.
- Three or more years in financial services or sales.
- Additional certifications like CFP or CRPC.
- Insurance licenses.
Skills:
- Account Management
- Advisory
- Client Experience Branding
- Customer Focus
- Oral and Written Communication
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue and Risk Management
- Pipeline Management
- Policy and Procedure Compliance
Note: This is a sourcing requisition; there may not be an immediate opening for all listed locations.
Shift & Hours:
1st shift (United States of America), 40 hours/week
Pay Range & Benefits:
Salary: $70,000 – $80,000 annually, based on experience. Eligible for incentives and benefits, including paid time off and other resources.
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Financial Solutions Advisor - Irvine employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Solutions Advisor - Irvine
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work at Bank of America. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in financial products and services. Being knowledgeable about stocks, bonds, and mutual funds will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in client engagement and relationship management. Use examples from your past experiences to showcase your skills effectively.
✨Tip Number 4
Stay updated on regulatory compliance and the SAFE Act requirements. Understanding these regulations will show your dedication to maintaining high standards in your work and can set you apart from other candidates.
We think you need these skills to ace Financial Solutions Advisor - Irvine
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services sector. Emphasise your relationship-building skills and any specific achievements in sales or client management that align with the role of a Financial Solutions Advisor.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial industry and your passion for helping clients achieve their financial goals. Mention your relevant licenses and how they will benefit the company and its clients.
Highlight Relevant Qualifications: Clearly list your Series 7 & 66 licenses (or equivalent) and any additional certifications like CFP or CRPC. This will demonstrate your commitment to professional development and compliance with regulatory requirements.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated with clients in the past. Highlight your ability to engage clients and manage their expectations, as this is crucial for the role.
How to prepare for a job interview at Bank of America
✨Know Your Financial Products
Familiarise yourself with the brokerage products mentioned in the job description, such as stocks, bonds, and mutual funds. Be prepared to discuss how these products can help clients achieve their financial goals.
✨Demonstrate Relationship-Building Skills
Since this role requires strong relationship-building skills, think of examples from your past experiences where you successfully built rapport with clients. Highlight your ability to engage and communicate effectively.
✨Showcase Your Compliance Knowledge
Understanding regulatory compliance is crucial for this position. Be ready to discuss your knowledge of compliance requirements and how you ensure adherence in your previous roles.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and client management skills. Practice articulating how you would handle specific client situations or challenges in a fast-paced environment.