Financial Solutions Advisor - Northwest Nj Market

Bank of America

Basking Ridge, NJ, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 & 66 licenses required
One year investments industry experience
Client financial planning and goal setting
** Bank of America is seeking a Financial Solutions Advisor for the Northwest NJ market, responsible for providing personalized financial advice and solutions to clients. The role requires relevant financial licenses, experience in the financial services industry, and a strong commitment to client relationship management. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products.
  • Bank of America is committed to an in-office culture that allows for appropriate flexibility based on role-specific considerations while driving Responsible Growth.
  • Employees are eligible for a formulaic incentive plan where incentives are earned based on performance against defined metrics, along with industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for the Northwest NJ market, responsible for providing personalized financial advice and solutions to clients. The role requires relevant financial licenses, experience in the financial services industry, and a strong commitment to client relationship management. **

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 & 66 licenses required
  • One year investments industry experience
  • Client financial planning and goal setting

Nice-to-have

  • Strong computer skills for multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year investment experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

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