Investment & Financial Planning Advisor

Bank of America; Montville Township (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Montville Township, NJ is seeking a financial advisor to assist clients in achieving their financial goals. Responsibilities include developing tailored financial plans and recommending investment strategies. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in the investments and financial service industries. Strong communication skills and the ability to manage client relationships effectively are essential. Join a company committed to growth and inclusivity.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments industry.
• At least one year experience working in the financial service industry.

Responsibilities

• Works with clients to plan their financial goals.
• Recommends banking and investment strategies.
• Identifies and engages potential new clients.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Montville Township, NJ is seeking a financial advisor to assist clients in achieving their financial goals. Responsibilities include developing tailored financial plans and recommending investment strategies. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in the investments and financial service industries. Strong communication skills and the ability to manage client relationships effectively are essential. Join a company committed to growth and inclusivity.