Wealth Planning Advisor – Client-Focused Investment Guidance

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive opportunities

Job summary

Bank of America is seeking a Financial Advisor in Rahway, NJ. This role involves guiding clients to achieve their financial goals through customized solutions. Responsibilities include triaging client leads, recommending banking strategies, and building financial plans. Qualifications required include Series 7 & 66 licenses, experience in the financial service industry, and strong interpersonal skills. The role has a 40-hour work week and offers competitive pay and benefits.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year of experience in the investments industry.
• Experience in financial service and achieving sales goals.

Responsibilities

• Works with clients to plan financial goals with brokerage products.
• Recommends banking and investment strategies for clients.
• Triages client requests and makes internal referrals.

Skills

Advisory

Account Management

Client Solutions Advisory

Oral Communications

Attention to Detail

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is seeking a Financial Advisor in Rahway, NJ. This role involves guiding clients to achieve their financial goals through customized solutions. Responsibilities include triaging client leads, recommending banking strategies, and building financial plans. Qualifications required include Series 7 & 66 licenses, experience in the financial service industry, and strong interpersonal skills. The role has a 40-hour work week and offers competitive pay and benefits.