Financial Solutions Advisor - Southern Nj Market

Bank of America (GHR)

Absecon, NJ, US
Base: $65,000.00 - $80,000.00 annualized; bonus/eq...
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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 Southern New Jersey market, responsible for providing customized financial advice and solutions to clients. The role requires licenses in securities, experience in the financial services industry, and a strong capacity to build relationships and meet sales goals. **

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • The position offers industry-leading benefits including access to paid time off and resources for sustainable business growth.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for the Southern New Jersey market, responsible for providing customized financial advice and solutions to clients. The role requires licenses in securities, experience in the financial services industry, and a strong capacity to build relationships and meet sales goals. **

Salary

Base: $65,000.00 - $80,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

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 and multitasking ability
  • Three years sales environment experience
  • Certified Financial Planner designation preferred

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year in investments industry
  • At least one year in financial service sales
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter