Investment & Financial Planning Advisor

Bank of America; Englewood (NJ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive opportunities

Job summary

Bank of America is seeking a Financial Advisor in Englewood, NJ. This position involves providing tailored advice to clients regarding financial goals and investment strategies. Key responsibilities include triaging client leads and recommending brokerage products. A Series 7 & 66 license is required, along with experience in the investments or financial service industry. The role offers a competitive salary ranging from $65,000 to $80,000, along with industry-leading benefits.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• At least one year experience in the financial service industry or sales environment.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor in Englewood, NJ. This position involves providing tailored advice to clients regarding financial goals and investment strategies. Key responsibilities include triaging client leads and recommending brokerage products. A Series 7 & 66 license is required, along with experience in the investments or financial service industry. The role offers a competitive salary ranging from $65,000 to $80,000, along with industry-leading benefits.