Investment & Financial Planning Advisor

Bank of America; Livingston (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 looking for a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, recommending brokerage products, and meeting clients to review financial goals. Candidates need to hold specific licenses, have a background in finance, and demonstrate strong communication skills. This position offers a competitive salary range of $70,000 to $80,000 annually, depending on experience, and supports professional growth within the company.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• At least one year of experience in the financial service industry or a sales environment.
• Ability to set and achieve goals.

Responsibilities

• Plan short and long-term financial goals for clients.
• Recommend banking and investment strategies.
• Triages client requests and makes referrals.
• Control risk as part of daily activities.
• Identifies potential new clients.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is looking for a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, recommending brokerage products, and meeting clients to review financial goals. Candidates need to hold specific licenses, have a background in finance, and demonstrate strong communication skills. This position offers a competitive salary range of $70,000 to $80,000 annually, depending on experience, and supports professional growth within the company.