Financial Solutions Advisor - Northwest Nj Market

Bank of America

Basking Ridge, NJ, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
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Client financial planning
Brokerage product recommendations
Referrals to business partners
** Bank of America is seeking a Financial Solutions Advisor for its Northwest NJ market, responsible for providing customized financial advice and solutions to clients. The role requires a strong background in the financial services industry and relevant licenses, with an emphasis on client relationship management and achieving sales goals. **

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Works 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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for its Northwest NJ market, responsible for providing customized financial advice and solutions to clients. The role requires a strong background in the financial services industry and relevant licenses, with an emphasis on client relationship management and achieving sales goals. **

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client financial planning
  • Brokerage product recommendations
  • Referrals to business partners
  • Risk mitigation in daily activities

Nice-to-have

  • Building and nurturing strong relationships
  • Effective communication and client engagement
  • Adaptability to new information
  • Thorough regulatory due diligence

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investment industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter