Financial Solutions Advisor — Central/South NJ Market

Bank of America; Somerville (NJ); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan eligibility

Job summary

A leading financial services company is seeking a Financial Advisor in Somerville, New Jersey. This role involves providing tailored advice and solutions to clients, guiding them to achieve their financial goals. Candidates must have Series 7 & 66 licenses and at least one year of relevant experience in financial services or sales. The position offers an annual salary range of $70,000 - $80,000, dependent on experience. Strong skills in advisory and client management are essential.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments industry.
• At least one year experience in a financial service or sales environment.

Responsibilities

• Plans clients' financial goals and builds financial plans with brokerage products.
• Recommends banking and investment strategies.
• Triages client requests and makes appropriate referrals.

Skills

Advisory

Customer and Client Focus

Attention to Detail

Written Communications

Oral Communications

Active Listening

Risk Management

Education

High School Diploma / GED / Secondary School

Job description

A leading financial services company is seeking a Financial Advisor in Somerville, New Jersey. This role involves providing tailored advice and solutions to clients, guiding them to achieve their financial goals. Candidates must have Series 7 & 66 licenses and at least one year of relevant experience in financial services or sales. The position offers an annual salary range of $70,000 - $80,000, dependent on experience. Strong skills in advisory and client management are essential.