Personal Financial Solutions Advisor

Bank of America Corporation; East Brunswick Township (NJ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan eligibility

Job summary

Bank of America is hiring in New Jersey to provide comprehensive advice and customized financial solutions to clients. The role involves triaging leads, building financial plans with investments, and referring clients to partners based on assets and needs.

Candidates should have Series 7 & 66 licenses and at least one year in investments or financial services. The schedule is Monday–Friday with one rotating Saturday, and a competitive salary range in a strong in-office culture.

Qualifications

• Currently holds Series 7 & 66 licenses; if you do not hold the 66 but have 63 or 65, offer can be extended with passing score within 60 days.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Advisory

Account management

Client experience branding

Customer focus

Oral communications

Risk management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring in New Jersey to provide comprehensive advice and customized financial solutions to clients. The role involves triaging leads, building financial plans with investments, and referring clients to partners based on assets and needs.

Candidates should have Series 7 & 66 licenses and at least one year in investments or financial services. The schedule is Monday–Friday with one rotating Saturday, and a competitive salary range in a strong in-office culture.