Investment & Financial Planning Advisor

Bank of America; Succasunna (NJ); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Access to paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a Financial Advisor in Succasunna, NJ to provide customized solutions for clients. Responsibilities include building financial plans, triaging leads, and recommending banking and investment strategies. Candidates must hold Series 7 and 66 licenses, have at least a year of experience in the investments industry, and possess strong communication skills. The position offers an annual salary between $70,000–$80,000 along with comprehensive 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.
• Strong relationship-building skills.
• Ability to effectively manage time and capacity.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends strategies that align with client financial goals.
• Triages client requests and makes referrals to internal service providers.
• Identifies potential new clients through referrals.

Skills

Advisory

Account Management

Client Solutions Advisory

Customer and Client Focus

Oral Communications

Written Communications

Risk Management

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor in Succasunna, NJ to provide customized solutions for clients. Responsibilities include building financial plans, triaging leads, and recommending banking and investment strategies. Candidates must hold Series 7 and 66 licenses, have at least a year of experience in the investments industry, and possess strong communication skills. The position offers an annual salary between $70,000–$80,000 along with comprehensive benefits.