Bank of America
Financial Solutions Advisor - Southern NJ Market
$65K–$80K
Absecon +3 · Full-time · Posted May 11, 2026
- Location
- Absecon
Toms River
Voorhees
Sewell - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-driven sales environment; three years in the latter is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and recommends banking and investment solutions to help clients meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ needs.
- Triage client requests, make referrals to internal partners, and identify potential new clients.
- Manage risk and coach referral partners on client needs and recommended services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates with only Series 63 or 65 may receive an offer 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.
- At least three years of financial-services and/or sales experience; CFP or CRPC designation and insurance licenses are also desired.
Pay
$65,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative