Strategic Financial Solutions Advisor - Southern NJ

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Employee support resources

Job summary

Bank of America is seeking a Financial Advisor in Voorhees Township, NJ. This role involves providing clients with personalized financial advice and solutions to achieve their financial goals. Responsibilities include planning, recommending investment strategies, engaging potential clients, and collaborating with partners. Candidates must hold Series 7 & 66 licenses and have relevant experience in the investments or financial services industry. The salary range is $65,000 - $80,000 annually, and the position offers comprehensive benefits.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year experience in the investments industry.
• Experience in the financial service industry or sales environment.
• Strong relationship-building skills.
• Ability to effectively communicate with clients.

Responsibilities

• Plan short and long-term financial goals with clients.
• Recommend banking and investment strategies.
• Engage potential new clients through referrals.
• Provide coaching to referral partners.
• Control risk in daily activities.

Skills

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Written Communications

Pipeline Management

Active Listening

Issue Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor in Voorhees Township, NJ. This role involves providing clients with personalized financial advice and solutions to achieve their financial goals. Responsibilities include planning, recommending investment strategies, engaging potential clients, and collaborating with partners. Candidates must hold Series 7 & 66 licenses and have relevant experience in the investments or financial services industry. The salary range is $65,000 - $80,000 annually, and the position offers comprehensive benefits.