Financial Solutions Advisor - Northwest NJ Market

3M HEALTHCARE; Morristown (NJ); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits package

Job summary

Bank of America in Morristown, NJ is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions to clients. You will build detailed financial plans, recommend brokerage products, and triage client needs while coordinating with internal partners.

Candidates must hold Series 7 and 66 licenses (63/65 as alternatives) and have at least one year in investments or financial services. This role entails office-based work, a 40-hour week, and benefits eligibility.

Qualifications

• Must hold Series 7 & 66 licenses (63/65 in lieu of 66).
• At least one year in the investments industry.
• Experience in financial services or sales with targets met.

Responsibilities

• Provide comprehensive financial advice and customized solutions.
• Triages client leads and refers to internal service providers.
• Meet with clients to review goals and build financial plans.
• Recommend brokerage products and banking solutions.
• Mitigate and manage risk as part of daily activities.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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.

Schedule

Monday – Fridays and rotating Saturdays.

Required Qualifications

• Currently holds Series 7 & 66 (63 & 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.
• Has at least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

• US - NJ - Denville - 125 E Main St - DENVILLE BC (NJ7197)
• US - NJ - Livingston - 554 S Livingston Ave - Livingston - Northfield (NJ7201)
• US - NJ - Montville - 161 Changebridge Rd - MONTVILLE BC (NJ6115)
• US - NJ - Morristown - 188 South St - MORRISTOWN BC (NJ6263)
• US - NJ - Succasunna - 15 Commerce Blvd - Roxbury Township (NJ7198)

Pay Range

$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Benefits

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.