Strategic Financial Solutions Advisor

Bank of America; Edison (NJ); Hybrid; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Job summary

Bank of America in Edison, NJ is seeking a licensed financial professional to provide end-to-end advisory services for clients, including presenting reviews and tailored solutions. You will work with banking and Merrill partners to meet diverse financial needs, build strong client relationships, and grow a regional advisory practice.

The role emphasizes obtaining required licenses (SIE, Series 7/66), managing client expectations, and delivering strategic guidance in a fast-paced environment.

Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Strong communication and collaboration with peers.
• Results-driven mindset prioritizing client interests in a fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn new technology or applications.

Responsibilities

• Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.
• Collaborate with core banking and investment partners to meet clients' financial needs.
• Build your network by engaging with banking customers, small business owners, and high-net-worth clients.
• Identify and propose strategies to help clients achieve financial goals and life priorities.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor’s degree

Job description

Bank of America in Edison, NJ is seeking a licensed financial professional to provide end-to-end advisory services for clients, including presenting reviews and tailored solutions. You will work with banking and Merrill partners to meet diverse financial needs, build strong client relationships, and grow a regional advisory practice.

The role emphasizes obtaining required licenses (SIE, Series 7/66), managing client expectations, and delivering strategic guidance in a fast-paced environment.