Financial Solutions Advisor - Ocean Market

Bank of America

Freehold, NJ, USA
$70,000.00 - $80,000.00 annualized salary; formula...
Financial planning and advice
Brokerage products and services
Client lead triage
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Industry-leading benefits

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage products and services
  • Client lead triage
  • Risk mitigation and control
  • Client acquisition through referrals

Nice-to-have

  • Building strong relationships
  • Effective collaboration
  • Adaptability to new information
  • Thorough regulatory due diligence
  • Computer multitasking skills

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter