National Financial Solutions Advisor I (pennington, Nj) (series 7 Required)

Bank of America (GHR)

Pennington, NJ, United States
Not specified; not specified; not specified
**
Series 7 license required
Series 66 license within 90 days
Contact center sales environment
** Bank of America is seeking a National Financial Solutions Advisor I to join their team in Pennington, NJ. The role focuses on providing comprehensive financial advice to clients while fostering long-term relationships through a supportive and collaborative contact center environment. **

Job Summary

  • The role involves providing comprehensive financial advice including investment, banking, and lending solutions to clients through a contact center environment.
  • Candidates will receive world-class training and one-on-one coaching from Academy managers to build foundational advisor skills.
  • The position offers unlimited potential for financial growth with robust marketing support and ongoing professional development opportunities.

Matching Summary

Match Score: 75

** Bank of America is seeking a National Financial Solutions Advisor I to join their team in Pennington, NJ. The role focuses on providing comprehensive financial advice to clients while fostering long-term relationships through a supportive and collaborative contact center environment. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 license within 90 days
  • Contact center sales environment
  • Consultative financial advising
  • Investment banking lending solutions

Nice-to-have

  • Bachelor's degree preferred
  • Metrics-based sales experience
  • Strong computer multitasking skills
  • Diverse client relationship building
  • Adaptable to new information

Key Requirements

  • Series 7 certification required
  • Series 66 certification or equivalent
  • Obtain Series 66 within 90 days if not held
  • Bachelor's degree preferred
  • 0-2 years financial service experience

Work Rights

Not specified

Tailored Resume

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