Bank of America Is Hiring A Financial Solutions Advisor

Join Us at Bank of America & Make an Impact 🌎💼

Bank of America is committed to fostering a culture of growth, inclusion, and community service, offering rewarding career opportunities that allow you to develop, lead, and contribute meaningfully.

Our Mission 🎯

We are guided by a shared purpose to help make financial lives better through the power of every connection. Our focus on Responsible Growth ensures we deliver value for clients, teammates, communities, and shareholders every day.

Our Culture 🌟

We believe in being a great place to work by cultivating an inclusive, caring environment where every teammate can succeed, build their career, and contribute to our shared success. This includes:

• Attracting and developing exceptional talent
• Recognizing and rewarding outstanding performance
• Supporting physical, emotional, and financial wellness through competitive benefits

We value the perspectives that individuals from all backgrounds and experiences bring, fostering resilience, leadership, and innovation that strengthen our workforce and positively impact our communities.

Work Environment & Flexibility 🏢🤝

Our in-office culture supports collaboration and engagement, with clear expectations and role-specific flexibility to meet business needs and promote your career development.

Job Title: Financial Advisor 💰📈

This position involves delivering tailored financial advice and solutions to help clients achieve their financial objectives. Key aspects include lead triage, client meetings, financial planning, and product recommendations. The role may also involve residential mortgage loan origination, requiring SAFE Act registration.

Responsibilities 🔑

• Work with clients to develop comprehensive financial plans utilizing brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions
• Recommend banking and investment strategies aligned with client goals
• Triáž client requests and refer to appropriate internal service providers based on assets and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals and existing clientele
• Provide coaching and feedback to referral partners based on client needs and potential product solutions

Required Qualifications ✅

• Current Series 7 and 66 (or 63/65) licenses — conditional offer if only a 63 or 65 is held, with a 60-day window for licensing completion
• At least one year of experience in the investments industry with in-depth product knowledge
• Minimum of one year in financial services or a related sales environment exceeding goals
• Strong relationship-building and communication skills
• Ability to manage goals, prioritize tasks, and work effectively in fast-paced settings
• Continuous learner, adaptable, and client-focused
• Regulatory diligence and strategic thinking

Desired Qualifications 🌟

• Proficiency in computer applications and multitasking
• Over three years in financial services or sales roles
• Professional designations such as CFP or CRPC
• Insurance licenses
• Bilingual in English and Spanish

Key Skills & Competencies 🎯

• Account and Client Management
• Advisory & Customer Focus
• Effective Communication & Active Listening
• Attention to Detail & Issue Resolution
• Pipeline & Risk Management
• Knowledge of Policies & Regulations
• Strategic Client Solutions

Additional Details 📋

Minimum Education: High School Diploma / GED or equivalent

Shift: 1st shift (United States)

Hours per Week: 40

Compensation & Benefits 💵🎁

Salary Range: $70,000 – $80,000 annually, based on experience, education, and skills

This position is eligible for a formulaic incentive plan, with opportunities distributed monthly, quarterly, or annually based on performance metrics.

Benefits 🏥🌴

We offer industry-leading benefits, including paid time off, resources, and support to help you make a meaningful impact while contributing to our growth and community initiatives.

Location Details 📍

US - NJ - Hackensack - 360 Essex St - SUMMIT/ESSEX BC (NJ6139)