National Financial Solutions Advisor ; Pennington, NJ; Series

Financial Solutions Advisor (NFSA I)

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. We are looking for the next generation of Financial Solutions Advisors who are passionate about growing a long‑term career and have a drive to help our clients achieve their financial goals. Through a contact‑center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide advice and solutions in investment, banking and lending.

• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to all of the solutions we provide, meeting virtually all of their financial needs.
• Build a portfolio of clients by providing exceptional client care with industry‑leading products, services and education.
• Conduct systematic consultative assessments to identify client needs and appropriate solutions.
• Maintain regulatory due diligence and ensure compliance with applicable requirements.

• Series7 and Series
  66 licenses (or obtain Series
  66 within 90 days if not currently held).
• Comfortable in a sales role, nurturing strong client relationships.
• Excellent communication skills; able to engage clients from diverse backgrounds.
• Strong collaborator, productive in team settings, and able to manage complexity and prioritize tasks in a fast‑paced environment.
• Efficient time and capacity management, with an emphasis on thoroughness and regulatory compliance.

• Bachelor’s degree and 0‑2 years of experience in financial services or a metrics‑based sales environment with goals met or exceeded.
• Experience assessing client needs, recommending solutions, and building/managing client relationships.
• Strong computer skills and ability to multitask in a demanding environment.

Shift: 1st shift (United States of America) – 40 hours per week.

Pay range: $65,000.00 – $85,000.00 annualized salary, based on experience, education and skill set. Eligible for a formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities.

This role is benefits eligible. We provide industry‑leading benefits, paid time off, and resources and support to help employees make a genuine impact and contribute to the sustainable growth of our business and communities.

Bank of America is an equal opportunity employer. We believe diversity makes us stronger and we do not discriminate based on race, color, religion, language, sex, national origin, age, marital status, sexual orientation, gender identity or pregnancy, or other protected status.