Financial Solutions Advisor - Southern Nj Market

Bank of America

Absecon, NJ, US
$70,000.00 - $80,000.00 annualized salary; formula...
Financial planning and advice
Brokerage product recommendations
Client lead triaging
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.
  • Responsibilities include working with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • 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

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage product recommendations
  • Client lead triaging
  • Risk mitigation and control
  • Client relationship building

Nice-to-have

  • Goal setting and achievement
  • Effective communication skills
  • Adaptability and learning
  • Time and capacity management
  • Thorough regulatory due diligence

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