Northwest NJ Financial Solutions Advisor

Bank of America Corporation; Livingston (NJ); Presencial; USD 70 000 - 110 000; Tempo integral

Resumo da oferta

Bank of America is hiring a financial advisor to provide comprehensive guidance and customized solutions to clients, aiming to help them achieve their financial goals. The role involves triaging leads, making referrals to partners based on client needs and assets, and reviewing goals with clients to build financial plans involving brokerage products.

The position requires licenses (Series 7/66 or 63/65) and prior investments experience, with adherence to SAFE Act and regulatory due diligence.

Qualificações

• Bachelor-level licenses like Series 7/66 are required or equivalent (63/65 in lieu of 66).
• Minimum 1 year in investments or financial services with sales experience.
• Ability to build relationships and meet client goals.

Responsabilidades

• Plan clients' financial goals using brokerage products and banking solutions.
• Recommend strategies aligned with client needs and risk tolerance.
• Triages client requests and referrals to internal partners.
• Provide coaching to referral partners and maintain regulatory due diligence.

Conhecimentos

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 Guidelines

Client Management

Causation Analysis

Written Communications

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Bank of America is hiring a financial advisor to provide comprehensive guidance and customized solutions to clients, aiming to help them achieve their financial goals. The role involves triaging leads, making referrals to partners based on client needs and assets, and reviewing goals with clients to build financial plans involving brokerage products.

The position requires licenses (Series 7/66 or 63/65) and prior investments experience, with adherence to SAFE Act and regulatory due diligence.