Bank of America is seeking a Financial Solutions Advisor in Plainsboro, NJ, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the financial services industry, with a focus on building client relationships and achieving financial goals
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
This position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor in Plainsboro, NJ, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the financial services industry, with a focus on building client relationships and achieving financial goals.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Client financial goal planning
Brokerage product recommendations
Nice-to-have
Certified Financial Planner designation
Chartered Retirement Planning Counselor
Insurance licenses obtained
Strong computer multitasking skills
Three years sales environment experience
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
Minimum one year investments industry experience
Minimum one year financial service or sales experience
SAFE Act registration and background check clearance