Client-Focused Financial Solutions Advisor

Bank of America; Sunnyside (NY); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in New York is hiring a client-focused financial advisor to help clients achieve their financial goals through tailored solutions, including brokerage products, banking, and investments. The role involves triaging leads, making referrals, and reviewing goals with clients.

You will pursue licenses, maintain SAFE Act compliance for mortgage activities, and collaborate with partners. The position requires office presence with some flexibility, and the market offers comprehensive

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Aptitude for licenses

Time management

Client relationship building

Solution recommendation

Communication and collaboration

Multitasking

Adaptability to new technology

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in New York is hiring a client-focused financial advisor to help clients achieve their financial goals through tailored solutions, including brokerage products, banking, and investments. The role involves triaging leads, making referrals, and reviewing goals with clients.

You will pursue licenses, maintain SAFE Act compliance for mortgage activities, and collaborate with partners. The position requires office presence with some flexibility, and the market offers comprehensive