Financial Solutions Advisor — Brooklyn & Staten Island

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

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, making referrals, reviewing goals with clients, and building financial plans using brokerage products.

Licenses and trainings are required, with potential involvement in residential mortgage loans under SAFE Act rules. The position emphasizes meeting client needs, driving growth, and maintaining regulatory

Qualifications

• Series 7 and 66 licenses (or 63 and 65 in lieu)
• Minimum 1 year in investments industry
• Minimum 1 year in financial services or sales
• Strong relationship-building skills
• Effective communication with clients

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products
• Recommend banking and investment strategies

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, making referrals, reviewing goals with clients, and building financial plans using brokerage products.

Licenses and trainings are required, with potential involvement in residential mortgage loans under SAFE Act rules. The position emphasizes meeting client needs, driving growth, and maintaining regulatory