Bank of America
Financial Solutions Advisor-Mercer County
$70K–$80K
Bordentown +1 · Full-time · Posted Jun 26, 2026
- Location
- Bordentown
Trenton - Experience
- Minimum one year in investments and minimum one year in financial services and/or a goal-based sales environment; desired: minimum three years in financial services and/or a goal-based sales environment.
- 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
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and product recommendations.
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 experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in financial services and/or a sales environment 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 CFP and/or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Tools
Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative