Wealth & Investment Advisor

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Incentive plan participation

Job summary

Bank of America in Berkeley Heights is seeking a Financial Advisor responsible for providing comprehensive advice and customized financial solutions to clients. The ideal candidate will develop financial plans, recommend investment strategies, and triage client leads to meet financial goals. A minimum of one year in the investments industry and relevant licenses are required. This role offers an annual salary between $70,000 and $80,000, benefits, and opportunities for incentives based on performance.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year of experience in the investments industry.
• Experience in financial service industry or sales environment.
• Ability to set and accomplish goals effectively.
• Strong relationship-building skills.
• Effective and confident communication abilities.

Responsibilities

• Work with clients to develop financial plans using brokerage products.
• Recommend investment strategies that meet client needs.
• Triaging client requests and referring to service providers.
• Control risk in daily operations.
• Engage potential new clients through referrals.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Client Management

Education

High School Diploma / GED / Secondary School

Job description

Bank of America in Berkeley Heights is seeking a Financial Advisor responsible for providing comprehensive advice and customized financial solutions to clients. The ideal candidate will develop financial plans, recommend investment strategies, and triage client leads to meet financial goals. A minimum of one year in the investments industry and relevant licenses are required. This role offers an annual salary between $70,000 and $80,000, benefits, and opportunities for incentives based on performance.