Strategic Financial Solutions Advisor

Bank of America; Morristown (NJ); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Industry-leading benefits

Job summary

A major financial institution in Morristown seeks a Financial Advisor to provide tailored financial strategies to clients. The role requires strong knowledge of investment products and services, with a focus on relationship management. Candidates should hold relevant licenses and have experience in client-focused environments. This role offers a competitive salary of $70,000.00 - $80,000.00 annually, along with industry-leading benefits and incentives based on performance.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63/65).
• One year experience in the investments industry.
• Experience in a financial service industry or sales environment.

Responsibilities

• Plan short and long-term financial goals with clients.
• Recommend banking and investment strategies.
• Triage client requests and make referrals.

Skills

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

A major financial institution in Morristown seeks a Financial Advisor to provide tailored financial strategies to clients. The role requires strong knowledge of investment products and services, with a focus on relationship management. Candidates should hold relevant licenses and have experience in client-focused environments. This role offers a competitive salary of $70,000.00 - $80,000.00 annually, along with industry-leading benefits and incentives based on performance.