Financial Solutions Advisor: Investment & Banking Guidance

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

Job summary

Bank of America in Montvale, NJ seeks an investment professional to provide comprehensive financial advice and customized solutions, helping clients reach goals. You will triage leads, refer to partners, review goals, and build a financial plan with brokerage products.

You will complete required licenses/training and adhere to SAFE Act requirements for mortgage origination as applicable, with emphasis on strong client relationships and risk management.

Qualifications

• Hold Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Montvale, NJ seeks an investment professional to provide comprehensive financial advice and customized solutions, helping clients reach goals. You will triage leads, refer to partners, review goals, and build a financial plan with brokerage products.

You will complete required licenses/training and adhere to SAFE Act requirements for mortgage origination as applicable, with emphasis on strong client relationships and risk management.