Financial Solutions Advisor
Job in
Englewood, Bergen County, New Jersey, 07631, USA
Listed on 2026-09-18
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
- Learn foundational financial advisor skills
- Acquire, build, and manage client relationships
- Consider clients’ complex financial pictures and provide advice and solutions
- Work in a financial center to deliver core banking, investment solutions, and client care
- Progress from Financial Solutions Advisor Stage I to Stage II after demonstrating success
- Use a defined consultative approach to identify client needs and appropriate solutions
- Build a network with banking customers, small business owners, and higher net worth clients
- Provide end-to-end comprehensive advice
- Deliver client reviews and presentations
- Recommend strategies to help clients achieve financial goals and life priorities
- Collaborate with core banking and investment partners
- Connect clients with Bank of America and Merrill solutions
- Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined based on business needs
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience cultivating client relationships, assessing needs, and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment
- Ability to execute multiple tasks simultaneously
- Ability to learn and adapt to new technology or applications
- Must obtain SIE within 30 days of being hired
- Must obtain Series 7 and Series 66 within 120 days;
Series 63 and 65 accepted in lieu of Series 66 - SAFE Act registration, background check, and registration process required
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