Client-Focused Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America in New York, NY is seeking a licensed financial advisor to provide comprehensive advice and customized solutions. You will build financial plans, review client goals, and recommend brokerage products, while ensuring regulatory compliance.

The role requires active Series 7/66 licenses (63/65 alternatives acceptable), at least one year in investments, and strong client relationship skills to triage requests and refer to specialists in a fast-paced environment.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63/65 with 66 to be obtained).
• At least one year experience in investments and financial services.
• Sales experience and goal attainment in a financial services environment.
• Strong relationship-building and communication skills.
• Capability to learn regulatory due diligence and apply it to client strategies.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and directs to internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in New York, NY is seeking a licensed financial advisor to provide comprehensive advice and customized solutions. You will build financial plans, review client goals, and recommend brokerage products, while ensuring regulatory compliance.

The role requires active Series 7/66 licenses (63/65 alternatives acceptable), at least one year in investments, and strong client relationship skills to triage requests and refer to specialists in a fast-paced environment.