Financial Solutions Advisor - Central South Nj Market

Bank of America (GHR)

East Brunswick, NJ, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
In-office with specific requirements for office-based attendance and flexibility based on role-specific considerations.
Series 7 & 66 licenses required
One year investments industry experience
Client financial planning and strategy
Bank of America is seeking a Financial Solutions Advisor for the Central South NJ Market, responsible for providing tailored financial advice and solutions to clients. The role requires strong experience in the financial services industry, ideally with relevant certifications, and emphasizes a commitment to client relationships and goal achievement

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for the Central South NJ Market, responsible for providing tailored financial advice and solutions to clients. The role requires strong experience in the financial services industry, ideally with relevant certifications, and emphasizes a commitment to client relationships and goal achievement.

Salary

Base: $70,000.00 - $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 strategy

Nice-to-have

  • Strong computer skills and multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year in investments industry
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter