Bank of America
Financial Solutions Advisor - Bergen East Market
$65K–$80K
Jersey City +2 · Full-time · Posted May 8, 2026
- Location
- Jersey City
Fort Lee
Englewood - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; alternatively, the missing Series 66 may be obtained within 60 days of an offer if the candidate holds Series 63 or 65.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and plans, recommends banking and investment solutions, and connects clients with appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and strategies aligned with clients’ goals.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Engages potential clients, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; if missing Series 66, must pass the missing series within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three years’ financial-services and/or goal-based sales experience; additional designations (CFP or CRPC) or insurance licenses.
Pay
$65,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative