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Financial Solutions Advisor
Bank of America. Provide comprehensive advice and customized solutions to clients .
Posted 5/6/2026full-timeEast Brunswick • New Jersey • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients
- Triage client leads and make referrals to business partners
- Build financial plans and recommend brokerage products
Requirements
What you’ll need- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience working in the financial service industry and/or a sales environment
- Builds and nurtures strong relationships
- Effective time management and prioritization skills
Benefits
Comp & perks- Industry-leading benefits
- Access to paid time off
- Resources and support to contribute to sustainable growth
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
relationship buildingtime managementprioritization
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license