Investment & Financial Planning Advisor

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

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, making referrals, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Requires licenses and ongoing training with SAFE Act compliance. In-person office attendance is expected in New Jersey locations.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66) and maintains required registrations.
• At least one year of experience in the investments industry with knowledge of investment products and services.
• At least one year of experience in financial services or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals and builds relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively with clients and is comfortable engaging all clients.
• Manages goals, navigates complexity, and executes in a fast-paced environment.
• Regulatory due diligence is incorporated into daily activities and long-term strategies for clients.
• Strong computer skills and multitasking in demanding environments.
• CFP and/or CRPC designations (preferred).
• Insurance licenses obtained.

Responsibilities

• Plan clients' financial goals by building brokered financial plans including stocks, bonds, and funds.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigates and controls risk in daily activities.
• Identifies potential new clients through referrals or existing center clientele.
• Provides coaching to referral partners based on client needs and product services.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, making referrals, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Requires licenses and ongoing training with SAFE Act compliance. In-person office attendance is expected in New Jersey locations.