Investment & Financial Planning Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Job summary

Bank of America is seeking a Financial Advisor in Denville, New Jersey. The role involves providing tailored financial advice, managing client relationships, and offering brokerage products to help clients achieve their financial goals. Applicants should hold Series 7 & 66 licenses and have at least one year of experience in the investment industry. The position offers a competitive salary ranging from $70,000 to $80,000 annually along with industry-leading benefits.

Qualifications

• Currently holds Series 7 & 66 licenses, or is eligible for Series 66.
• At least one year of experience in the investments industry.
• One year working in financial services or a sales environment.
• Ability to set and accomplish goals.
• Strong relationship-building skills.
• Effective communication skills with clients.

Responsibilities

• Work with clients to plan their financial goals and build financial plans.
• Recommend banking and investment strategies based on client needs.
• Triages client requests and makes referrals as necessary.
• Identify and engage new clients.
• Manage risks as part of daily activities.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Active Listening

Attention to Detail

Risk Management

Client Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor in Denville, New Jersey. The role involves providing tailored financial advice, managing client relationships, and offering brokerage products to help clients achieve their financial goals. Applicants should hold Series 7 & 66 licenses and have at least one year of experience in the investment industry. The position offers a competitive salary ranging from $70,000 to $80,000 annually along with industry-leading benefits.