Strategic Financial Planner & Investment Advisor

3M HEALTHCARE; Morristown (NJ); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits package

Job summary

Bank of America in Morristown, NJ is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions to clients. You will build detailed financial plans, recommend brokerage products, and triage client needs while coordinating with internal partners.

Candidates must hold Series 7 and 66 licenses (63/65 as alternatives) and have at least one year in investments or financial services. This role entails office-based work, a 40-hour week, and benefits eligibility.

Qualifications

• Must hold Series 7 & 66 licenses (63/65 in lieu of 66).
• At least one year in the investments industry.
• Experience in financial services or sales with targets met.

Responsibilities

• Provide comprehensive financial advice and customized solutions.
• Triages client leads and refers to internal service providers.
• Meet with clients to review goals and build financial plans.
• Recommend brokerage products and banking solutions.
• Mitigate and manage risk as part of daily activities.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Morristown, NJ is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions to clients. You will build detailed financial plans, recommend brokerage products, and triage client needs while coordinating with internal partners.

Candidates must hold Series 7 and 66 licenses (63/65 as alternatives) and have at least one year in investments or financial services. This role entails office-based work, a 40-hour week, and benefits eligibility.