Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Lakewood -[...]

Bank of America; Lakewood Township (NJ); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Financial Solutions Advisor Stage I in Lakewood. This role involves obtaining necessary licenses, advising clients on financial strategies, and helping build client relationships in a collaborative environment. With a strong focus on client service, candidates should be disciplined, communication-savvy, and ready to grow with structured training programs.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships.
• Demonstrates a results-driven mindset.

Responsibilities

• Help clients manage their financial lives.
• Obtain necessary industry licenses.
• Provide end-to-end comprehensive advice.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Lakewood - Route 70 West Financial Center

Join to apply for the Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Lakewood - Route 70 West Financial Center role at Bank of America

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Lakewood - Route 70 West Financial Center

15 hours ago Be among the first 25 applicants

Join to apply for the Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Lakewood - Route 70 West Financial Center role at Bank of America

Get AI-powered advice on this job and more exclusive features.

This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$28.00/hr - $33.00/hr

Job Description:

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

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 your position requires SAFE Act registration, you will be 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 your immediate termination.

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
  
  

Required Qualifications:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
  
  

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
  
  

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
  
  

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Schedule: Monday-Friday, some Saturdays required.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Seniority level

• Seniority level

  Internship

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at Bank of America by 2x

Sign in to set job alerts for “Solutions Advisor” roles.

Matawan, NJ $151,497.00-$199,218.00 6 days ago

New Jersey, United States $114,632.00-$161,159.00 4 months ago

Software Solutions Architect and Delivery Lead

SAP S4 Hana Solutions Architect -(Fulltime) Remote

New Jersey, United States $128,099.00-$180,092.00 7 months ago

Advisory Solutions Consultant - Healthcare

Solutions Architect - Client Implementation

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Red Bank, NJ

New Jersey, United States $44,500.00-$63,500.00 21 hours ago

Principal Strategy Leader, Data Science (Director)

Client Solutions Senior Advisor, RWD/Pharmacy Analytics - Forsyth Health - Remote

Regional Vice President, Partner Programs

Senior Director, Talent Effectiveness & Change Leadership

Cranbury, NJ $242,000.00-$290,000.00 2 weeks ago

New Jersey, United States $128,000.00-$178,500.00 1 week ago

Delivery Solutions Architect - Digital Native Business

Financial Solutions Advisor Stage II - Consumer Investments - Ocean NJ Market

Wall Township, NJ $70,000.00-$80,000.00 5 days ago

Business Development Manager (USA East Coast, with AI)

New Jersey, United States $62,700.00-$94,100.00 1 day ago

Financial Solutions Advisor Stage II - Consumer Investments - Bergen West Market

Hillsdale, NJ $70,000.00-$80,000.00 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.