Investment & Financial Planning Advisor

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

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in New Jersey seeks a financial professional to provide comprehensive advice and customized solutions, triage client leads, refer to business partners, and meet clients to review financial goals and build plans with brokerage products. Responsibilities include recommending banking and investment strategies, coaching referral partners, and managing client relationships in a fast-paced environment.

Licenses required: Series 7 and 66 (63/65 in lieu of 66).

Qualifications

• Licenses: Series 7 & 66 (63 & 65 in lieu of 66).
• At least one year experience in investments or financial services.
• Experience in a sales environment with goals met or exceeded.

Responsibilities

• Plans short and long-term financial goals with clients using brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers.
• Identifies potential new clients through referrals.
• Schedules and communicates with clients and partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Risk Management

Written Communications

Attention to Detail

Pipeline Management

Active Listening

Causation Analysis

Policies, Procedures, and Guidelines

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in New Jersey seeks a financial professional to provide comprehensive advice and customized solutions, triage client leads, refer to business partners, and meet clients to review financial goals and build plans with brokerage products. Responsibilities include recommending banking and investment strategies, coaching referral partners, and managing client relationships in a fast-paced environment.

Licenses required: Series 7 and 66 (63/65 in lieu of 66).