Financial Solutions Advisor - Flanders

Bank of America Merrill Lynch

Flanders, NJ, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with specific requirements for office-based attendance.
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Flanders, NJ, responsible for providing tailored financial advice and solutions to clients. The role requires relevant licenses and experience in the financial services industry, with a focus on achieving client financial goals through strong relationship management

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are responsible for building financial plans, recommending brokerage products, and triaging client leads based on asset thresholds.
  • This position offers a formulaic incentive plan and industry-leading benefits including paid time off and wellness resources.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Flanders, NJ, responsible for providing tailored financial advice and solutions to clients. The role requires relevant licenses and experience in the financial services industry, with a focus on achieving client financial goals through strong relationship management.

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 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 license
  • Series 66 (or 63/65) license within 60 days
  • Minimum one year in investments industry
  • Minimum one year in financial service or sales
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter