Financial Solutions Advisor - Ocean Market

Bank of America

Freehold, NJ, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Hybrid (in-office culture with flexibility based on role-specific considerations)
Series 7 & 66 licenses required
One year investments industry experience
Client relationship building skills
Bank of America is seeking a Financial Solutions Advisor for its Ocean Market locations in New Jersey. The role involves providing tailored financial advice to clients, requiring specific licenses and a strong background in the financial services industry

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 for its Ocean Market locations in New Jersey. The role involves providing tailored financial advice to clients, requiring specific licenses and a strong background in the financial services industry.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: 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 relationship building skills

Nice-to-have

  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • At least one year in investments industry
  • At least one year in financial service sales
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter