Financial Planning & Investment Advisor

Bank of America Corporation; Somerset (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Corporation in New Jersey seeks an experienced Financial Advisor to provide comprehensive financial planning and brokerage guidance to clients. You will triage leads, refer to business partners, and meet with clients to review goals and build plans.

Active licenses and licensing compliance are required. The role emphasizes an in-office culture with attendance requirements and role-specific flexibility.

Qualifications

• Currently holds Series 7 & 66 licenses; if you don’t hold 66 but have 63 or 65, an offer can be extended with passing 66 within 60 days.
• At least one year experience in the investments industry and knowledge of investment products and services.
• At least one year experience in financial services and/or a sales environment with goals met or exceeded.
• Ability to build and nurture strong client relationships and to work in a fast-paced environment with regulatory due diligence.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on client needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners.

Skills

Series 7 & 66 licenses

Investment knowledge

Relationship management

Communication skills

Time management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation in New Jersey seeks an experienced Financial Advisor to provide comprehensive financial planning and brokerage guidance to clients. You will triage leads, refer to business partners, and meet with clients to review goals and build plans.

Active licenses and licensing compliance are required. The role emphasizes an in-office culture with attendance requirements and role-specific flexibility.