Strategic Financial Solutions Advisor

94-1687665 Bank of America, National Association; Pennington (NJ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Pennington, NJ seeks a Financial Solutions Advisor to provide end-to-end financial guidance to a defined client group via a phone-based platform.

You will build relationships, assess client needs, and deliver brokerage and banking solutions, while meeting regulatory requirements and pursuing licenses to expand advisory capabilities. The role emphasizes client care, accuracy, and teamwork within a supportive office setting.

Qualifications

• Requires Series 7 and 66 or equivalent.
• 1–2+ years financial advisory or investment experience in financial services or successful sales environment.
• Bachelor’s degree (business related) strongly preferred or equivalent work experience.

Responsibilities

• Provide end-to-end client experience and financial advice to a defined group of clients.
• Own management of client issues, research, and communication of resolution.
• Demonstrate knowledge of internal and regulatory policies, procedures, and processes.
• Plan client goals with brokerage products and banking solutions.
• Engage clients in goals-based conversations and expand product usage where appropriate.
• Collaborate with business partners for integrated client service.

Skills

Series 7 & 66

Client communication

Financial knowledge

Multitasking

Education

Bachelor’s degree (business related)

Tools

CRM software

Financial planning tools

Job description

Bank of America in Pennington, NJ seeks a Financial Solutions Advisor to provide end-to-end financial guidance to a defined client group via a phone-based platform.

You will build relationships, assess client needs, and deliver brokerage and banking solutions, while meeting regulatory requirements and pursuing licenses to expand advisory capabilities. The role emphasizes client care, accuracy, and teamwork within a supportive office setting.