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

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

Job summary

Join a leading financial institution as a Financial Solutions Advisor Stage II, focusing on providing tailored financial solutions and investment strategies for clients. This role involves assessing client needs, making referrals, and fostering relationships to help clients achieve their financial goals, ensuring a diverse and inclusive workplace.

Qualifications

• One year experience in the investments industry required.
• Experience in financial services or sales environment required.
• Preferred qualifications include CFP or CRPC designations.

Responsibilities

• Provides comprehensive financial advice and solutions to clients.
• Recommends investment strategies aligning with client goals.
• Identifies and engages potential new clients.

Skills

Account Management

Advisory

Attention to Detail

Customer and Client Focus

Communication

Active Listening

Pipeline Management

Risk Management

Education

Series 7 & 66 licenses

Job description

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

Join to apply for the Financial Solutions Advisor Stage II - Consumer Investments - Mercer County / Princeton NJ Market role at Bank of America

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

3 days ago Be among the first 25 applicants

Join to apply for the Financial Solutions Advisor Stage II - Consumer Investments - Mercer County / Princeton NJ Market role at Bank of America

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

$70,000.00/yr - $80,000.00/yr

Job Description:

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

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 a diverse and 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.

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

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
  
  

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.
  
  

Skills:

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

Schedule:

Monday-Friday, some Saturdays required.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Banking

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