Finance Jobs in Woodbury, NJ

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2mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Woodbury, NJ

Woodbury, NJ

2mo ago Closed

$28 - $33/hr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jun 21, 2026).

Job Description

Bank of America is seeking a Financial Solutions Advisor Registration Candidate to provide comprehensive financial guidance on site in Woodbury, NJ.

Location: Woodbury, NJ (onsite). Salary: USD 28 - 33 per hour. Education: High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America). Hours per week: 40. Summary: Delivers tailored financial advice and solutions, triages leads, makes referrals, reviews financial and investment goals, and recommends products; may involve residential mortgage loan origination with SAFE Act registration.

Responsibilities

Collaborate with clients to map out short and long term financial goals by developing a plan that integrates brokerage products such as stocks, bonds, mutual funds, and annuities, plus banking and managed money solutions.
Recommend banking and investment strategies aligned with clients' financial objectives and needs.
Triages client requests and refers to appropriate internal service providers based on client needs and asset thresholds.
Mitigate and manage risk as part of daily operations.
Identify and engage prospective clients through referrals or existing financial center clientele.

Requirements

Aptitude for obtaining required industry licenses.
Self-discipline in managing time and capacity.
Experience cultivating client relationships, assessing needs, and recommending solutions.
Track record of building strong peer relationships through effective communication and collaboration.
Ability to execute multiple tasks concurrently.
Willingness to learn and adapt to new technology or applications.

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