Wealth Planning Advisor – Client-Focused Investment Guidance

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan eligibility

Job summary

Bank of America in Linden, NJ is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals based on needs, and building financial plans. Required qualifications include Series 7 & 66 licenses and at least one year of industry experience. The position offers a pay range of $70,000 to $80,000 annually along with industry-leading benefits and a supportive work environment.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• Experience working in the financial service industry and/or a sales environment.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investments strategies that align with client needs.
• Triages client requests and makes referrals to service providers.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Client Solutions Advisory

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Linden, NJ is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals based on needs, and building financial plans. Required qualifications include Series 7 & 66 licenses and at least one year of industry experience. The position offers a pay range of $70,000 to $80,000 annually along with industry-leading benefits and a supportive work environment.