Northwest NJ Wealth & Financial Solutions Advisor

Bank of America Corporation; Denville (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America Corporation is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients. You will build financial plans, review goals, and recommend brokerage and banking products, while expanding client relationships and managing risk.

The role requires investment licensing, strong client focus, and the ability to work in a fast-paced, office-based environment with some flexibility based on role requirements.

Qualifications

• Experience in financial services or sales environments with goals met or exceeded.
• Licenses: Series 7 & 66 (or 63/65 with plan to complete 66).
• Knowledge of investment products and services.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk in daily activities.
• Develops client base through referrals and existing clientele.
• Provide coaching and feedback to referral partners.

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients. You will build financial plans, review goals, and recommend brokerage and banking products, while expanding client relationships and managing risk.

The role requires investment licensing, strong client focus, and the ability to work in a fast-paced, office-based environment with some flexibility based on role requirements.