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I’m Ms. Smith, currently looking for a job. I’d like to ask Dr. Job about the National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required) position at Bank of America.
What does a National Financial Solutions Advisor do at Bank of America?
Well, as a National Financial Solutions Advisor, you’ll be helping clients with their financial goals by providing advice on investments, banking, and lending. You’ll work in a contact center, using the Bank of America and Merrill offering model to connect clients with the right solutions for their needs.
What kind of training can I expect if I take this job?
Actually, you’ll get some pretty solid training! Bank of America offers world-class onboarding programs and one-on-one coaching from Academy managers who really want to see you succeed. They’ll help you build the foundational skills you need to thrive as an advisor.
Is there room for growth in this position?
Absolutely! Once you show success in your role, there are plenty of opportunities to advance within Bank of America and Merrill. You could move up to the next level of Financial Solutions Advisor and explore various roles as you continue your career journey.
How does this job help me connect with clients?
You’ll be leveraging Bank of America’s extensive network, which connects with one out of two households in the U.S. This means you’ll have a great opportunity to build a portfolio of clients and provide them with exceptional care using industry-leading products and services.
What kind of support will I get in my role?
You’ll have access to ongoing professional development, marketing support, and resources to help you optimize your practice. The goal is to equip you with everything you need to deepen your skills and grow your business effectively!
Thank you, Dr. Job. I will review the details.
Company Information
Company: Bank of America
Industry: Banking / Financial Services
Location: Pennington, NJ
Source: The Muse (11/11/2025)