Licensed Financial Solutions Advisor (SIE/Series 7)

Bank of America; Eatontown (NJ); On-site; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Resources and support for employees

Job summary

Bank of America is looking for a Financial Solutions Advisor Stage I in Eatontown, New Jersey. This position involves obtaining essential securities licenses, receiving personalized training, and managing client relationships to deliver financial solutions. You will collaborate with banking and investment partners to advise clients on achieving their financial goals. The role offers a structured career path with a robust training program, and is eligible for benefits, with hours from Monday to Friday including rotating Saturdays.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.

Responsibilities

• Build a successful career through training and onboarding programs.
• Receive training and coaching from Academy managers.
• Use a consultative approach to identify client needs.
• Earn required industry licenses within the required timeframes.
• Interact with banking customers and small business owners.
• Provide comprehensive advice and recommend strategies to help clients.
• Collaborate with banking and investment partners.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor’s degree or minimum one year of financial services industry or sales experience

Job description

Bank of America is looking for a Financial Solutions Advisor Stage I in Eatontown, New Jersey. This position involves obtaining essential securities licenses, receiving personalized training, and managing client relationships to deliver financial solutions. You will collaborate with banking and investment partners to advise clients on achieving their financial goals. The role offers a structured career path with a robust training program, and is eligible for benefits, with hours from Monday to Friday including rotating Saturdays.