Financial Solutions Advisor - Participant Services (series 7 Required)

Bank of America

Pennington, NJ, US
Base: $65,000.00 - $85,000.00 annualized; bonus/eq...
Series 7 license required
Series 66 or equivalent within 90 days
Strong computer skills
The role engages participants in goals-based conversations to provide education and guidance on investments and financial planning

Job Summary

  • The role engages participants in goals-based conversations to provide education and guidance on investments and financial planning.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • The position offers industry-leading benefits including paid time off and resources to support employee wellness.

Matching Summary

The role engages participants in goals-based conversations to provide education and guidance on investments and financial planning.

Salary

Base: $65,000.00 - $85,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or equivalent within 90 days
  • Strong computer skills
  • Multitasking in fast paced environment

Nice-to-have

  • Passion for excellence
  • Client centric solutions
  • Ability to learn about markets
  • Long term career growth

Key Requirements

  • Series 7 license
  • Series 66 license (obtainable within 90 days)
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter