Financial Solutions Advisor — Build Client Financial Plans

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

Job summary

Bank of America in New York is seeking a client-focused financial advisor to deliver tailored financial plans, brokerage recommendations, and referrals to partners. The role emphasizes risk-aware decision-making and regulatory diligence, with strong emphasis on customer service and achievement of sales goals.

The position requires active Series 7/66 licenses, a minimum of one year in investments or financial services, and the ability to work Monday through Friday with rotating Saturdays in a

Qualifications

• Current Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66)
• Minimum 1 year of experience in the investments industry with investment knowledge
• Minimum 1 year of experience in financial services or a sales environment with goals
• Sets and accomplishes goals and builds relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently with all clients
• Manages goals, navigates complexity, and works in a fast-paced environment
• Learns and adapts to new information to find the right client solutions
• Efficiently manages time and capacity
• Incorporates regulatory due diligence into daily activities and long-term strategies
• Availability to work Monday through Friday and rotating Saturdays

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products
• Recommends banking and investment strategies aligned with client goals
• Triages client requests and makes referrals based on needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies potential new clients through referrals or center clientele
• Provides coaching to referral partners based on client needs and product 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 in New York is seeking a client-focused financial advisor to deliver tailored financial plans, brokerage recommendations, and referrals to partners. The role emphasizes risk-aware decision-making and regulatory diligence, with strong emphasis on customer service and achievement of sales goals.

The position requires active Series 7/66 licenses, a minimum of one year in investments or financial services, and the ability to work Monday through Friday with rotating Saturdays in a