Investment & Financial Planning Advisor

Bank of America Corporation; Englewood (NJ); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a Financial Advisor-standard role based in New Jersey to provide comprehensive financial guidance. You will triage client leads, refer to partners based on client assets, and meet with clients to review goals and build financial plans.

The role requires securities licenses (Series 7 & 66 or 63/65) and at least one year in investments or financial services, with a track record in a sales environment and strong client relationship skills.

Qualifications

• Requires Series 7 & 66 licenses (or 63/65).
• 1+ year experience in investments or financial services.
• Experience in sales environment with goals achieved.

Responsibilities

• Plan clients' short- and long-term financial goals by building financial plans with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage new clients through referrals or branch clientele.
• Provide coaching to referral partners based on client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies Procedures Guidelines

Client Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor-standard role based in New Jersey to provide comprehensive financial guidance. You will triage client leads, refer to partners based on client assets, and meet with clients to review goals and build financial plans.

The role requires securities licenses (Series 7 & 66 or 63/65) and at least one year in investments or financial services, with a track record in a sales environment and strong client relationship skills.