Financial Solutions Advisor - Plainsboro

Bank of America Merrill Lynch

Plainsboro, NJ, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Plainsboro, NJ, responsible for providing tailored financial advice and solutions to clients. The role requires strong experience in the financial services industry, particularly in investments, and includes a commitment to continuous learning and compliance with regulatory standards. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations.
  • This position offers a formulaic incentive plan based on performance against defined metrics along with industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Plainsboro, NJ, responsible for providing tailored financial advice and solutions to clients. The role requires strong experience in the financial services industry, particularly in investments, and includes a commitment to continuous learning and compliance with regulatory standards. **

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service sales
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter