Participant-Focused Financial Solutions Advisor

Bank of America; Pennington (NJ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

A leading financial institution in Pennington seeks a Financial Solutions Advisor to provide clients with tailored advice and solutions for their financial goals. The ideal candidate will possess regulatory licenses (Series 7 and 66), strong multitasking abilities, and exceptional client management skills. This full-time position involves comprehensive interaction with clients and an in-office attendance requirement. A competitive salary between $65,000 and $85,000 is offered, as well as industry-leading benefits.

Qualifications

• Series 7 and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days).
• Passion for excellence and willingness to work to exceed client expectations.
• Strong computer skills with an ability to multitask in a fast‑paced environment.

Responsibilities

• Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Triage client leads and meet with clients to review financial and investment goals.
• Build a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, banking and money‑managed solutions.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial‑center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

Series 7 and 66 or equivalent

Tools

Computer Skills

Job description

A leading financial institution in Pennington seeks a Financial Solutions Advisor to provide clients with tailored advice and solutions for their financial goals. The ideal candidate will possess regulatory licenses (Series 7 and 66), strong multitasking abilities, and exceptional client management skills. This full-time position involves comprehensive interaction with clients and an in-office attendance requirement. A competitive salary between $65,000 and $85,000 is offered, as well as industry-leading benefits.