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Bank Of America National Financial Solutions Advisor Pennington NJ Series Required United States, New Jersey 739466541
17.05.2024
As aNational Financial Solutions Advisor (NFSA I)model, and
Get training and one-on-one coachingfrom Academy managers who are invested in your success.
by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Build your network.You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice,deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Connect clients toall ofall oftheir financial needs.
As a Financial Solutions Advisor, you can look forward to
Unlimited potential for financial growth.
Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
We’re a culture which
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required skills
Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
Is comfortable in a sales role, finding ways to nurture strong client relationships.
Communicates clearly and confidently with clients from all walks of life.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
thorough, andwill incorporate relevant regulatory due diligence into dailyand long-term strategies for clients.
Desired skills
A bachelor’s degree,0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
Strong computer skills with an ability to multitask in a demanding environment.
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
