Bank of America
National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required)
Pennington · Full-time · Posted Jun 6, 2024
- Experience
- 0–2 years in financial services 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, while building and managing client relationships.
What you'll do
- Assess client needs and recommend appropriate financial solutions.
- Provide comprehensive advice, client reviews, and presentations, and recommend strategies aligned with clients’ goals.
- 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 client relationships.
- Clear, confident client communication and productive collaboration.
- Ability to manage complexity, prioritize, adapt, manage time, and incorporate regulatory due diligence.
Nice to have
- Bachelor’s degree.
- Experience assessing client needs, recommending solutions, and managing relationships; strong computer skills.
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