Financial Solutions Advisor - Personal Investing & Planning

Bank of America; Pennington (NJ); On-site; USD 65,000 - 85,000; Full time

Job summary

Bank of America in Pennington, NJ is seeking a Merrill Participant Services Financial Solutions Advisor to guide participants through goals-based conversations and provide education on investments and markets. The role emphasizes relationship building and collaboration with partners to deliver customized financial solutions.

The position requires Series 7 and 66 licenses, strong client service, and multitasking in a fast-paced environment.

Qualifications

• Series 7 and 66 or equivalent required.
• Passion for excellence and willingness to work to exceed client expectations.
• Strong computer skills with an ability to multitask in a fast paced environment.

Responsibilities

• Works with clients to plan 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

Customer service

Financial markets

Communication skills

Multitasking

Client relationships

Education

Series 7 & 66 licenses

Job description

Bank of America in Pennington, NJ is seeking a Merrill Participant Services Financial Solutions Advisor to guide participants through goals-based conversations and provide education on investments and markets. The role emphasizes relationship building and collaboration with partners to deliver customized financial solutions.

The position requires Series 7 and 66 licenses, strong client service, and multitasking in a fast-paced environment.