Financial Solutions Advisor Registration Candidate - East Windsor

Bank of America

East Windsor, NJ, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship cultivation
Needs assessment and solution recommendation
Effective communication and collaboration
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.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
  • 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: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Needs assessment and solution recommendation
  • Effective communication and collaboration
  • Results-driven mindset
  • Prioritizing client interests
  • Executing multiple tasks simultaneously

Nice-to-have

  • Executive presence
  • Adaptability to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • SAFE Act registration requirements
  • FINRA Securities Industry Essentials (SIE) certification (Desired)
  • Bachelor’s degree and/or minimum one year financial services/sales experience (Desired)

Work Rights

Not specified

Tailored Resume

Cover Letter