Financial Solutions Advisor: Clients & Licenses Path
Job in
Englewood, Bergen County, New Jersey, 07631, USA
Listed on 2026-09-04
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Jobtailor in Englewood, NJ seeks a Financial Solutions Advisor to obtain licenses (SIE, Series 7/66) and build foundational advisory skills. You will develop and manage client relationships, assess complex financial needs, and provide end-to-end advisory solutions within Bank of America and Merrill partnerships.
The role progresses from Stage I to Stage II after demonstrating success, with on-site training at a financial center and potential early phone-based work based on business needs.
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