Strategic Financial Solutions Advisor - Southern NJ

Bank of America; Toms River (NJ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive plan opportunities

Job summary

Bank of America is seeking a client advisory specialist in Toms River, NJ. This position requires holding Series 7 & 66 licenses and experience in the financial services industry. Responsibilities include assisting clients with financial goals, recommending investment strategies, and fostering strong relationships. The role offers a competitive salary between $65,000 and $80,000 and opportunities for incentives and career growth. Join us in our commitment to financial wellness and community impact.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry.
• Builds and nurtures strong relationships.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals accordingly.

Skills

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a client advisory specialist in Toms River, NJ. This position requires holding Series 7 & 66 licenses and experience in the financial services industry. Responsibilities include assisting clients with financial goals, recommending investment strategies, and fostering strong relationships. The role offers a competitive salary between $65,000 and $80,000 and opportunities for incentives and career growth. Join us in our commitment to financial wellness and community impact.