Bank of America
Financial Solutions Advisor - Central South NJ Market
$65K–$80K
East Brunswick +2 · Full-time · Posted May 7, 2026
- Location
- East Brunswick
Somerset
Somerville - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded. Desired: at least three years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial and investment advice, develops financial plans, recommends brokerage and banking solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend banking and investment strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal service providers, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); if holding only one of Series 63 or 65, must pass the missing exam 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 or more years of financial-services and/or goal-based sales experience; CFP or CRPC designation and insurance licenses are also desirable.
Pay
$65,000.00 - $80,000.00 USD annualized base salary
Model-written summary · the original posting is authoritative