Financial Solutions Advisor

Bank of America is seeking a Financial Solutions Advisor to join its Livingston, New Jersey on-site team. In this role, you will deliver tailored financial guidance and create personalized plans that blend brokerage products with banking and managed-money solutions. The position involves triaging client inquiries, coordinating with internal specialists, and coaching referral partners to ensure the right solutions align with client needs and goals.

Location

Livingston, NJ (onsite)

Salary

USD 70,000 - 80,000 per year

Responsibilities

• Partner with clients to define short- and long-term financial goals and develop a plan that integrates brokerage offerings such as stocks, bonds, mutual funds, and annuities with banking and managed-money solutions.
• Recommend banking and investment strategies that align with the client’s goals and needs.
• Triages client requests and routes them to the appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or existing financial center clientele and engages them.
• Provides coaching and feedback to referral partners using knowledge of client needs and the services recommended.

Requirements

• Licensing: Current Series 7 and 66 licenses are required; if you hold 63 or 65 in lieu of 66, an offer may be extended with the condition that you pass the missing series within 60 days.
• Minimum 1 year of experience in the investments industry, including training and in-depth knowledge of investment products and services.
• Minimum 1 year of experience in the financial services industry or a sales environment where goals were met or exceeded.
• Education: High School Diploma / GED / Secondary School or equivalent.
• Strong relationship-building, collaboration, and communication skills; comfortable engaging all clients.
• Sets and accomplishes goals, navigates complexity, prioritizes tasks, and performs in a fast-paced environment.
• Demonstrates a willingness to learn, adapts to new information, and seeks client-centered solutions.
• Efficient time management and capacity planning.
• Maintains thorough regulatory due diligence in daily activities and long-term client strategies.

Schedule

• Monday – Friday with rotating Saturdays

Shift

First shift (United States)

Hours per Week

40