Financial Solutions Advisor Registration - Livingston - Northfield

Overview

Bank of America is guided by a shared purpose to improve financial lives through every connection. We drive responsible growth and deliver for our clients, teammates, communities, and shareholders each day.

• Obtain Securities Industry licenses and complete training for Series 7 and Series 66.
• Build and manage client relationships, guidance on complex financial picture and help clients live their best financial lives.
• Deliver core banking, investment solutions, and client care in a financial center.
• Advance to Financial Solutions Advisor Stage II and deepen relationships within a portfolio of clients.
• Collaborate with core banking and investment partners.
• Provide end-to-end comprehensive advice and recommend strategies to help clients achieve financial goals and life priorities.

• Aptitude in obtaining required industry licenses.
• Self‑disciplined in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results‑driven mindset prioritizing client's interest in a fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

• Current FINRA Securities Industry Essentials (SIE).
• Bachelor's degree and/or one year of financial services industry or sales experience.

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Monday – Friday with rotating Saturdays. 40 hours per week.

US – NJ – Livingston. Pay range: $28.85 – $33.65 hourly. Benefits eligible.