Investment & Financial Planning Advisor

Bank of America; SOUTH PLAINFIELD (NJ); Sur place; USD 70 000 - 80 000; Plein temps

Avantages offerts par ce poste

Industry-leading benefits

Access to paid time off

Incentive participation based on performance

Résumé du poste

Bank of America seeks a financial advisor in South Plainfield, NJ, to provide tailored financial solutions. Responsibilities include assessing client needs, recommending investment strategies, and ensuring compliance with SAFE Act registration requirements. Ideal candidates will hold Series 7 & 66 licenses and have at least one year of experience in the investment or financial services industry. The position offers a salary range of $70,000 - $80,000 annually and comes with benefits, including paid time off and performance incentives.

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 or sales.
• Sets and accomplishes goals effectively.
• Builds and nurtures strong relationships.
• Communicates effectively and confidently.

Responsabilités

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals to appropriate providers.
• Identifies and engages potential new clients.
• Provides coaching and feedback to referral partners.

Connaissances

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America seeks a financial advisor in South Plainfield, NJ, to provide tailored financial solutions. Responsibilities include assessing client needs, recommending investment strategies, and ensuring compliance with SAFE Act registration requirements. Ideal candidates will hold Series 7 & 66 licenses and have at least one year of experience in the investment or financial services industry. The position offers a salary range of $70,000 - $80,000 annually and comes with benefits, including paid time off and performance incentives.