Wealth Planning Advisor – Client-Focused Investment Guidance

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Formulaic incentive plan

Job summary

Bank of America in Clark, NJ, is seeking a dedicated financial advisor to help clients achieve their financial goals. Responsibilities include developing financial plans, managing client relationships, and guiding clients in financial product selections. Candidates should have relevant licenses and meet specific experience criteria. The estimated salary range for this role is $70,000 to $80,000 annually, with additional benefits. A commitment to regulatory compliance is essential.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses or must achieve within 60 days.
• At least one year experience in the investments industry with knowledge of investment products.
• At least one year experience in a financial service and/or sales environment.
• Proven ability to set and accomplish goals.
• Strong relationship-building skills.
• Effective communication abilities.
• Ability to manage goals and prioritize tasks in a fast-paced environment.
• Willingness to learn and adapt to new information.
• Effective time management skills.
• Thorough understanding of regulatory compliance.

Responsibilities

• Plans clients' financial goals and builds financial plans with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers.
• Mitigates risks in daily activities.
• Identifies new clients through referrals.
• Provides coaching and feedback to referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Clark, NJ, is seeking a dedicated financial advisor to help clients achieve their financial goals. Responsibilities include developing financial plans, managing client relationships, and guiding clients in financial product selections. Candidates should have relevant licenses and meet specific experience criteria. The estimated salary range for this role is $70,000 to $80,000 annually, with additional benefits. A commitment to regulatory compliance is essential.