Strategic Finance & Investment Advisor

Bank of America Corporation; Bordentown (NJ); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Advisor in New Jersey to deliver comprehensive financial guidance and customized solutions for clients. You will triage leads, refer to partners based on client needs and assets, and review goals with clients to develop tailored financial plans.

You may be involved in residential mortgage lending under SAFE Act requirements. You will build plans using a range of brokerage products and banking solutions, while expanding knowledge through required

Qualifications

• Series 7 and 66 licenses are required; if you hold 63 or 65, you may be extended an offer with the condition of passing the missing series within 60 days
• Minimum of one year of experience in the investments industry, including investment training and knowledge of investment products and services
• Minimum of one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded

Responsibilities

• Works with clients to plan their 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

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies & Guidelines

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a Financial Advisor in New Jersey to deliver comprehensive financial guidance and customized solutions for clients. You will triage leads, refer to partners based on client needs and assets, and review goals with clients to develop tailored financial plans.

You may be involved in residential mortgage lending under SAFE Act requirements. You will build plans using a range of brokerage products and banking solutions, while expanding knowledge through required