Bank of America
Financial Solutions Advisor - Participant Services
$65K–$85K
Pennington · Full-time · Posted Jul 17, 2025
- Visa sponsorship
- Requires SAFE Act registration, including registration with the federal registry system and a background check.
About the job
Provides education, guidance, and financial solutions to active and separated 401(k) and equity-plan participants through a contact center, helping them address financial and investment goals.
What you'll do
- Build participant relationships by anticipating needs, meeting service expectations, and following through on commitments.
- Apply investment and financial-market knowledge to participants’ needs and identify opportunities for referrals to business partners.
- Triage client requests, recommend financial strategies and products, and manage risk in daily activities.
What they ask for
- Series 7 and Series 66 licenses, or equivalent.
- Strong computer skills and ability to multitask in a fast-paced environment.
- Passion for excellence and willingness to exceed client expectations.
Pay
$65,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set. (USD; base salary)
Tools
Bank of America, Merrill, 401k
Model-written summary · the original posting is authoritative