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

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
1-2+ years financial advisory experience
The role focuses on guiding beneficiaries through informed financial decisions when inheriting assets via a phone-based platform

Job Summary

  • The role focuses on guiding beneficiaries through informed financial decisions when inheriting assets via a phone-based platform.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • Bank of America is committed to an in-office culture with specific attendance requirements while supporting flexible work considerations.

Matching Summary

The role focuses on guiding beneficiaries through informed financial decisions when inheriting assets via a phone-based platform.

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
  • 1-2+ years financial advisory experience
  • Phone-based client engagement
  • Investment product knowledge

Nice-to-have

  • Bachelor's degree in business
  • Strong computer multitasking skills
  • Passion for exceeding client expectations
  • Consultative conversation abilities

Key Requirements

  • Series 7 License
  • Series 66 License (or obtain within 90 days)
  • 1-2+ years financial advisory experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter