Strategic Investment & Financial Planning Advisor

Bank of America; Chestnut Ridge (NJ); Sur place; USD 70 000 - 80 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Résumé du poste

Bank of America in Montvale, NJ, seeks a trusted financial advisor to develop tailored plans, provide investment guidance, and coordinate with partners to meet clients’ financial goals. The role emphasizes relationship building, compliance, and strategic referrals within a full-time, in-office setting.

Qualifications include Series 7 and 66 licenses (or 63/65 with a 66 plan) and 1+ year in investments or financial services; strong communication and risk-management skills are essential for

Qualifications

• Current Series 7 and 66 licenses or 63/65 with plan to complete missing series within 60 days.
• Minimum 1 year in the investments/financial services industry and sales experience.
• Strong relationship-building and client engagement skills.
• Ability to navigate a fast-paced environment with regulatory awareness.

Responsabilités

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers by needs and assets.
• Mitigate risk and maintain regulatory due diligence in daily activities.
• Identify potential new clients through referrals or center clientele.

Connaissances

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Pipeline Management

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America in Montvale, NJ, seeks a trusted financial advisor to develop tailored plans, provide investment guidance, and coordinate with partners to meet clients’ financial goals. The role emphasizes relationship building, compliance, and strategic referrals within a full-time, in-office setting.

Qualifications include Series 7 and 66 licenses (or 63/65 with a 66 plan) and 1+ year in investments or financial services; strong communication and risk-management skills are essential for