Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: Freehold • New Jersey • United States

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Salary

💰 $70,000 - $80,000 per year

Job Level

Junior

About the role

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Strong computer skills with an ability to multitask in a demanding environment
  • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Benefits
  • Access to paid time off
  • Resources and support for physical, emotional, and financial wellness
  • Competitive benefits package
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment strategiesbrokerage productsclient engagementmultitaskinginvestment productssales experience
Soft Skills
coachingfeedbackclient relationship management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license