Wealth & Investment Planning Advisor

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

Benefits offered by this job

Paid time off

Comprehensive benefits package

Incentive opportunities based on performance

Job summary

A major financial institution in Freehold is looking for a dedicated Financial Advisor to help clients achieve their financial goals through tailored financial plans. You will be responsible for triaging client leads, recommending strategies, and maintaining strong relationships. Ideal candidates have strong sales experience and must hold Series 7 and 66 licenses. This role offers a salary range of $70,000 to $80,000 with opportunities for performance incentives and a comprehensive benefits package.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year of experience in the investments industry.
• Experience in a sales environment meeting/exceeding goals.

Responsibilities

• Build and implement financial plans for clients.
• Recommend banking and investment strategies.
• Triages and refers client requests to internal service providers.

Skills

Advisory

Account Management

Active Listening

Attention to Detail

Customer and Client Focus

Oral Communications

Written Communications

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

A major financial institution in Freehold is looking for a dedicated Financial Advisor to help clients achieve their financial goals through tailored financial plans. You will be responsible for triaging client leads, recommending strategies, and maintaining strong relationships. Ideal candidates have strong sales experience and must hold Series 7 and 66 licenses. This role offers a salary range of $70,000 to $80,000 with opportunities for performance incentives and a comprehensive benefits package.