Wealth Solutions Advisor – Northwest NJ

Bank of America Corporation; Succasunna (NJ); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America Corporation is seeking a financial advisor to guide clients toward financial goals by building plans using brokerage products, such as stocks and funds, and by referring to business partners based on client needs.

The role requires Series 7 & 66 licenses (63/65 acceptable in lieu) and at least one year in investments or financial services, with a track record in sales and client engagement. In-office with some flexibility is provided.

Qualifications

• Requires Series 7 & 66 licenses, or 63/65 in lieu of 66.
• Minimum 1 year experience in investments or financial services.
• Sales or client-facing experience with meeting targets.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners as needed.
• Mitigate risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Advisory

Account Mgmt

Client Experience

Communication

Attention to Detail

Education

High School Diploma

Job description

Bank of America Corporation is seeking a financial advisor to guide clients toward financial goals by building plans using brokerage products, such as stocks and funds, and by referring to business partners based on client needs.

The role requires Series 7 & 66 licenses (63/65 acceptable in lieu) and at least one year in investments or financial services, with a track record in sales and client engagement. In-office with some flexibility is provided.