Bank of America
Financial Solutions Advisor Registration Candidate - Livingston - Northfield
Bank of America, Livingston, New Jersey, us, 07039
Overview
Bank of America is guided by a shared purpose to improve financial lives through every connection. We drive responsible growth and deliver for our clients, teammates, communities, and shareholders each day. Responsibilities
Obtain Securities Industry licenses and complete training for Series 7 and Series 66. Build and manage client relationships, guidance on complex financial picture and help clients live their best financial lives. Deliver core banking, investment solutions, and client care in a financial center. Advance to Financial Solutions Advisor Stage II and deepen relationships within a portfolio of clients. Collaborate with core banking and investment partners. Provide end-to-end comprehensive advice and recommend strategies to help clients achieve financial goals and life priorities. Required Qualifications
Aptitude in obtaining required industry licenses. Self‑disciplined in managing time and capacity. Experience cultivating client relationships and recommending solutions. Strong peer relationships through effective communication and collaboration. Results‑driven mindset prioritizing client's interest in a fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications
Current FINRA Securities Industry Essentials (SIE). Bachelor's degree and/or one year of financial services industry or sales experience. Skills
Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Schedule
Monday – Friday with rotating Saturdays. 40 hours per week. Location & Compensation
US – NJ – Livingston. Pay range: $28.85 – $33.65 hourly. Benefits eligible.
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Bank of America is guided by a shared purpose to improve financial lives through every connection. We drive responsible growth and deliver for our clients, teammates, communities, and shareholders each day. Responsibilities
Obtain Securities Industry licenses and complete training for Series 7 and Series 66. Build and manage client relationships, guidance on complex financial picture and help clients live their best financial lives. Deliver core banking, investment solutions, and client care in a financial center. Advance to Financial Solutions Advisor Stage II and deepen relationships within a portfolio of clients. Collaborate with core banking and investment partners. Provide end-to-end comprehensive advice and recommend strategies to help clients achieve financial goals and life priorities. Required Qualifications
Aptitude in obtaining required industry licenses. Self‑disciplined in managing time and capacity. Experience cultivating client relationships and recommending solutions. Strong peer relationships through effective communication and collaboration. Results‑driven mindset prioritizing client's interest in a fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications
Current FINRA Securities Industry Essentials (SIE). Bachelor's degree and/or one year of financial services industry or sales experience. Skills
Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Schedule
Monday – Friday with rotating Saturdays. 40 hours per week. Location & Compensation
US – NJ – Livingston. Pay range: $28.85 – $33.65 hourly. Benefits eligible.
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