Client-Centric Financial Planning Advisor

Bank of America; West Windsor (NJ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive plan opportunities

Job summary

Bank of America is looking for a Financial Advisor in West Windsor, NJ, dedicated to helping clients achieve their financial goals through customized advice and strategic planning. Responsibilities include triaging client leads, recommending investment products, and collaborating with clients to build financial plans. Applicants should have relevant licenses, at least one year of industry experience, and a strong client-focused approach. The position offers an annual salary of $65,000 - $80,000 based on experience, along with comprehensive benefits and incentives.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year of experience in the investments industry.
• At least one year of experience in the financial services or sales environment.

Responsibilities

• Plan short and long-term client financial goals.
• Recommend banking and investment strategies.
• Triage client requests and make referrals.

Skills

Advisory

Account Management

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is looking for a Financial Advisor in West Windsor, NJ, dedicated to helping clients achieve their financial goals through customized advice and strategic planning. Responsibilities include triaging client leads, recommending investment products, and collaborating with clients to build financial plans. Applicants should have relevant licenses, at least one year of industry experience, and a strong client-focused approach. The position offers an annual salary of $65,000 - $80,000 based on experience, along with comprehensive benefits and incentives.