Client-Focused Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a Financial Services Advisor in Brooklyn, NY, to provide comprehensive advice and customized solutions helping clients meet financial goals. The role includes reviewing goals, recommending products, and completing required licenses and training.

Responsibilities include triaging leads, referring clients to partners, and meeting with clients to assess assets and investment objectives.

Qualifications

• Aptitude in obtaining required industry licenses (e.g., FINRA) or similar credentials.
• Experience in cultivating client relationships and assessing needs to recommend solutions.
• Ability to manage multiple tasks in a fast-paced environment and prioritize client interests.

Responsibilities

• Works with clients to plan financial goals using brokerage products and banking solutions.
• Recommends banking and investment strategies aligned with client goals and needs.
• Triages client requests and refers to internal service providers based on needs and asset thresholds; mitigates risk.
• Identifies potential new clients through referrals or existing center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Trading

Client Management

Oral Communications

Executive Presence

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Services Advisor in Brooklyn, NY, to provide comprehensive advice and customized solutions helping clients meet financial goals. The role includes reviewing goals, recommending products, and completing required licenses and training.

Responsibilities include triaging leads, referring clients to partners, and meeting with clients to assess assets and investment objectives.