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Financial Consultant Financial Advisor

Wealth Planning & Investment Advisor

Job in Stafford, Staffordshire, ST16, England, UK
Listing for: Bank of America
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in the United Kingdom is seeking a qualified professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include triaging client leads, making referrals, and developing financial plans using various investment products. Candidates must hold Series 7 & 66 licenses and have relevant experience in the financial services industry. This role operates in a fast-paced environment with a focus on client relationship management.
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