Financial Solutions Advisor: Build Wealth & Client Plans

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

Benefits offered by this job

Industry-leading benefits

Formulaic incentive plan

Pay transparency

Job summary

Bank of America is seeking an investment advisory professional to provide comprehensive advice and customized solutions to clients, managing financial plans with brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions. The role requires SAFE Act registration and licenses, with rapid referrals to partners based on client needs and assets under management.

The position emphasizes meeting regulatory requirements, building strong client relationships, and driving

Qualifications

• Currently holds Series 7 & 66 licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including 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
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Series 7 license

Series 66 license

Relationship building

Communication

Time management

Education

High School Diploma

Job description

Bank of America is seeking an investment advisory professional to provide comprehensive advice and customized solutions to clients, managing financial plans with brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions. The role requires SAFE Act registration and licenses, with rapid referrals to partners based on client needs and assets under management.

The position emphasizes meeting regulatory requirements, building strong client relationships, and driving