Financial Solutions Advisor - Flanders

Bank of America

Flanders, NJ, US
Base: $70,000.00 - $80,000.00 annualized salary; b...
Financial plan development
Brokerage product recommendation
Client needs assessment
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial plan development
  • Brokerage product recommendation
  • Client needs assessment
  • Risk mitigation and control
  • New client identification

Nice-to-have

  • Relationship building and nurturing
  • Effective collaboration
  • Adaptability to new information
  • Thorough regulatory due diligence
  • Computer multitasking skills

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter