Bank of America
Financial Solutions Advisor - Central NJ Market
$70K–$80K
South Plainfield +5 · Full-time · Posted May 8, 2026
- Location
- South Plainfield
Rahway
Linden
Berkeley Heights
Clark
Iselin - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; desired: at least three years in financial services and/or a sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment and banking solutions, creates financial plans, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with clients’ goals.
- Triage client requests, make referrals based on client needs and asset thresholds, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential product services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65; applicants with only Series 63 or 65 may be offered the role conditional on passing the missing exam within 60 days.
- 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 sales-environment experience where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative