Financial Solutions Advisor: Client Planning & Investments

Bank of America Corporation

Absecon (NJ)

On-site

USD 70,000 - 120,000

Full time

6 hours ago

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Job summary

Bank of America Corporation is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to business partners, meet with clients to review goals, build a financial plan, and recommend brokerage products.

This role requires completing required licenses and trainings and SAFE Act registration.

Qualifications

Must hold Series 7 and 66 licenses (63/65 option) and pass missing series within 60 days.
Minimum 1 year experience in the investments industry with product knowledge.
Minimum 1 year experience in financial services or a sales environment with goals.
Proven ability to set and achieve goals.
Strong relationship-building skills.
Collaborates effectively with others.
Excellent communication skills.
Strong time management and ability to navigate a fast-paced environment.
Demonstrates regulatory due diligence in daily activities.

Responsibilities

Plan clients' short and long-term financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
Recommend banking and investment strategies aligned with client goals.
Triages client requests and refers to internal service providers based on needs and assets.
Mitigate and control risk as part of daily activities.
Identify and engage potential new clients through referrals or client base.
Provide coaching to referral partners on client needs and services.