Bank of America
Financial Solutions Advisor - Northwest NJ Market
$70K–$80K
Morristown +4 · Full-time · Posted May 8, 2026
- Location
- Morristown
Succasunna
Denville
Livingston
Montville - 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 financial advice and customized plans, recommends brokerage and banking solutions, and connects clients with appropriate internal partners to help them reach financial goals.
What you'll do
- Build financial plans and recommend brokerage products and strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal service providers, and develop new client relationships.
- Manage risk and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); a missing Series 66 may be completed within 60 days if the applicant holds Series 63 or 65.
- At least one year of investment-industry experience, including investment training and in-depth product and service knowledge.
- 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.
- At least three years of financial-services and/or goal-based sales experience; CFP or CRPC designation and insurance licenses are also desired.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative