Investment Advisor II — Deepen Client Relationships

Bank of America; Pennington (NJ); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America in Pennington, NJ is seeking a financial professional to provide prospects and self-directed investors with guidance, educate clients about investment products, and deepen relationships through thoughtful service and trusted advice.

The role requires Series 7 and 66 (or 63 and 65) within 90 days, strong customer service and analytical skills, multitasking in a fast-paced setting, and adherence to SAFE Act mortgage requirements when applicable; in-office culture with flexible,

Qualifications

• Series 7 and 66 required; if 66 not held, must be obtained within 90 days
• Demonstrated passion and interest in financial markets
• Excellent customer service skills with active listening and empathy
• Strong analytical and organizational skills
• Detail oriented with strong follow-up skills
• Strong interpersonal skills
• Ability to multitask in a dynamic environment
• Knowledge of financial markets and trading strategies
• Excellent verbal and written communication skills
• Proven ability to meet and exceed productivity and performance goals
• Technologically savvy and able to quickly learn new systems
• Adapt and seek solutions for customers in a fast-paced environment
• Flexible to work assigned shift within center hours of operation
• Focus on client satisfaction

Responsibilities

• Provides prospects and self‑directed investors with financial guidance and assistance based on their needs to deepen existing relationships
• Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
• Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts

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

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Pennington, NJ is seeking a financial professional to provide prospects and self-directed investors with guidance, educate clients about investment products, and deepen relationships through thoughtful service and trusted advice.

The role requires Series 7 and 66 (or 63 and 65) within 90 days, strong customer service and analytical skills, multitasking in a fast-paced setting, and adherence to SAFE Act mortgage requirements when applicable; in-office culture with flexible,