Financial Solutions Advisor - Northwest NJ Market

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

Benefits offered by this job

Industry-leading incentives

Paid time off

Well-being resources

Job summary

Bank of America in Morristown, NJ is seeking a financial advisor role to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position requires SAFE Act registration and involves completing required licenses and trainings.

The role focuses on building financial plans with brokerage products, recommending suitable strategies, and triaging client requests while maintaining risk controls.

Qualifications

• Minimum requirement is a High School Diploma or equivalent.
• Current Series7 & 66 license (or 63/65 in lieu) with passing within 60 days.
• At least one year experience in investments or financial services with sales exposure.
• Strong communication and relationship-building skills; able to manage risk and comply with regulations.

Responsibilities

• Builds financial plans with brokerage products to meet client goals.
• Recommends banking and investment strategies aligned to client needs.
• Triages client requests and refers to internal service providers based on assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs and product services.

Skills

Advisory

Account management

Client experience

Active listening

Risk management

Oral communication

Written communication

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Overview

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position requires SAFE Act registration and involves completing required licenses and trainings.

Responsibilities

• Builds a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking and money‑managed solutions) to meet short- and long-term client goals.
• Recommends banking and investment strategies aligned with each client’s financial goals and needs.
• Triage client requests and make referrals to internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services.

Schedule

• Monday – Friday, rotating Saturdays.

Required Qualifications

• Current Series7 & 66 license (or 63/65 in lieu of 66; passing score within 60 days).
• At least one year experience in the investments industry with training and in‑depth knowledge of investment products and services.
• At least one year experience in the financial services industry or a sales environment with met/exceeded goals.
• Strong goal‑setting and achievement, effective communication, relationship building, and ability to navigate complexity in a fast‑paced environment.
• Thorough regulatory due diligence and client strategy incorporation.

Desired Qualifications

• At least three years experience in financial services or sales with met/exceeded goals.
• Additional professional designations such as CFP or CRPC.
• Insurance licenses obtained.

Education

High School Diploma / GED / Secondary School or equivalent.

Skills

• Advisory, account management, client experience, branding, customer and client focus, oral communication, issue management, client solutions advisory, pipeline management, active listening, attention to detail, risk management, policies‑procedures‑guidelines, client management, causation analysis, written communication.

Compensation and Incentives

Annual salary: $70,000.00 – $80,000.00 (based on experience, education, and skill set). Eligible for a formulaic incentive plan with monthly, quarterly, and/or annual opportunities.

Benefits

Benefits eligible with industry‑leading incentives, paid time off, and resources to support physical, emotional, and financial well‑being.

Location

United States – New Jersey: Denville (125 E Main St), Livingston (554 S Livingston Ave), Montville (161 Changebridge Rd), Morristown (188 South St), Succasunna (15 Commerce Blvd).