Financial Solutions Advisor: Client Growth & Guidance

Bank of America; Lacey Township (NJ); On-site; USD 39,000 - 45,000; Full time

Benefits offered by this job

Benefits eligibility

Job summary

Bank of America is hiring at a NJ financial center to provide end-to-end client advisory across banking and investment solutions. You will identify client needs, deliver tailored wealth strategies, and coordinate with Merrill to meet financial goals and life priorities.

The role emphasizes building relationships with diverse clients, including small businesses and high-net-worth individuals, within an in-office culture.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor’s degree

FINRA SIE (current or in progress)

Job description

Bank of America is hiring at a NJ financial center to provide end-to-end client advisory across banking and investment solutions. You will identify client needs, deliver tailored wealth strategies, and coordinate with Merrill to meet financial goals and life priorities.

The role emphasizes building relationships with diverse clients, including small businesses and high-net-worth individuals, within an in-office culture.