Financial Solutions Advisor — Build Client Wealth

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

Job summary

Bank of America in New York is seeking a Financial Advisor to provide tailored financial guidance and develop personalized plans for clients. The role focuses on brokerage products, banking solutions, and referrals to internal partners to meet client goals.

Licenses (Series 7/66 or equivalents) and at least one year in investments or financial services are required. The position offers in-office collaboration with a team, including potential Saturday rotations.

Qualifications

• Required: Series 7 and 66 (or 63 and 65 in lieu) licenses
• Minimum of one year of experience in the investments industry
• Minimum of one year in financial services or sales with measurable goals
• Strong relationship-building and collaboration
• Ability to work Monday–Friday and rotating Saturdays

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal partners
• Mitigate and control risk in daily activities
• Identify potential new clients through referrals or center 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

Risk Management

Written Communications

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America in New York is seeking a Financial Advisor to provide tailored financial guidance and develop personalized plans for clients. The role focuses on brokerage products, banking solutions, and referrals to internal partners to meet client goals.

Licenses (Series 7/66 or equivalents) and at least one year in investments or financial services are required. The position offers in-office collaboration with a team, including potential Saturday rotations.