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Bank of America is seeking a Financial Solutions Advisor for Participant Services in Pennington, NJ. The role focuses on engaging with clients to provide education and guidance on financial goals, requiring a Series 7 license and strong client service skills.
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Job Summary
Engage participants in goals-based conversations to provide education and guidance, leveraging Bank of America and Merrill offerings.
Strengthen participant relationships by anticipating needs, exceeding service expectations, and demonstrating knowledge of investments and financial markets.
Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals, including building financial plans and recommending brokerage products.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor for Participant Services in Pennington, NJ. The role focuses on engaging with clients to provide education and guidance on financial goals, requiring a Series 7 license and strong client service skills.
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