Bank of America
National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required)
$65K–$85K
Pennington · Full-time · Posted Aug 4, 2026
- Experience
- 0-2 years in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded (desired).
- Education
- Bachelor’s degree (desired).
About the job
Advises clients through a contact center on investment, banking, and lending solutions to help them achieve financial goals.
What you'll do
- Assess client needs, provide comprehensive advice, and recommend strategies and appropriate solutions.
- Conduct client reviews and presentations and build and manage client relationships.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill services.
What they ask for
- Series 7 and Series 66 or equivalent; if Series 66 is not currently held, it must be obtained within 90 days.
- Comfort with sales and nurturing strong client relationships.
- Clear, confident communication and productive collaboration.
- Ability to manage complexity, prioritize and execute in a fast-paced environment, adapt to new information, manage time, and incorporate regulatory due diligence.
Nice to have
- Bachelor’s degree.
- Experience assessing client needs, recommending solutions, and building or managing client relationships; strong computer skills and multitasking ability.
Pay
$65,000.00 - $85,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative