Client-Focused Financial Solutions Advisor

Bank of America; Town of Florida (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products.

Role requires licenses (Series 7 & 66 or 63/65 equivalents) and at least 1 year in investments or financial services. Training and SAFE Act requirements apply, with in-office collaboration and potential phone-based work during transitions.

Qualifications

• Currently holds Series 7 & 66 licenses; or 63/65 with 66 pending.
• 1+ year experience in investments; knowledge of investment products and services.
• 1+ year in financial services or sales with goals met or exceeded.
• Strong relationship-building and client-facing skills.
• Ability to work in a fast-paced, regulated environment.

Responsibilities

• Work with clients to plan short- and long-term financial goals and build a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs and services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products.

Role requires licenses (Series 7 & 66 or 63/65 equivalents) and at least 1 year in investments or financial services. Training and SAFE Act requirements apply, with in-office collaboration and potential phone-based work during transitions.