Life Services Financial Solutions Advisor (series 7 & 66 Required) - Pennington, Nj

Bank of America

Pennington, NJ, US
Base: $65,000.00 - $85,000.00 annualized; bonus/eq...
Series 7 and 66 required
Financial advisory experience
Client-facing communication
The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets by developing relationships and providing education

Job Summary

  • The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets by developing relationships and providing education.
  • Financial Solutions Advisors collaborate with clients daily to provide service and advice, identifying broader product and service solutions that meet investment and savings needs.
  • Bank of America is committed to an in-office culture with opportunities to learn, grow, and make an impact, offering industry-leading benefits and paid time off.

Matching Summary

The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets by developing relationships and providing education.

Salary

Base: $65,000.00 - $85,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Series 7 and 66 required
  • Financial advisory experience
  • Client-facing communication
  • Investment and savings solutions

Nice-to-have

  • Passion for excellence
  • Meaningful consultative conversations
  • Drive Responsible Growth

Key Requirements

  • Series 7 and 66 required
  • 1-2+ years financial advisory experience
  • SAFE Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter