Financial Solutions Advisor Stage II - Consumer Investments - Mercer County / Princeton NJ Market

Bank of America; Hamilton Township (NJ); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to provide comprehensive financial advice and solutions to clients. This entry-level role involves planning financial goals, recommending suitable investment strategies, and ensuring compliance with regulatory standards. The ideal candidate will possess Series 7 and 66 licenses, strong relationship management skills, and a passion for helping clients achieve their financial objectives. Join a dynamic team focused on client success and make a meaningful impact in the financial services industry.

Qualifications

• Requires Series 7 & 66 licenses and relevant industry experience.
• Strong relationship skills and regulatory knowledge are essential.

Responsibilities

• Plan clients' financial goals with suitable investment strategies.
• Recommend banking and investment products aligned with client needs.

Skills

Client Relationship Management

Financial Planning

Regulatory Compliance

Investment Strategies

Education

Series 7 License

Series 66 License

Job description

Financial Solutions Advisor Stage II - Consumer Investments - Mercer County / Princeton NJ Market

This role at Bank of America involves providing comprehensive financial advice and solutions to clients, including building financial plans, recommending brokerage products, and referring clients to appropriate services. The position requires licensing, client relationship management, and adherence to regulatory standards. Key responsibilities include:

1. Planning clients' financial goals with suitable investment strategies.
2. Recommending banking and investment products aligned with client needs.
3. Triaging client requests and making referrals.
4. Managing risk and ensuring regulatory compliance.
5. Engaging potential clients and collaborating with referral partners.

Qualifications include Series 7 & 66 licenses, relevant industry experience, strong relationship skills, and regulatory knowledge. Preferred qualifications involve additional certifications and experience. The role is full-time, entry-level, and based in the United States, with a focus on the first shift, 40 hours per week.