Financial Solutions Advisor – Client Growth & Planning

Bank of America; New York (NY); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and tailored solutions. You will work with clients to review financial and investment goals, reference licensed products, and collaborate with internal partners to meet client needs.

The role emphasizes relationship-building, compliance with regulatory requirements, and a client-first approach in a dynamic, in-office setting across the New York market.

Qualifications

• Licenses and trainings are required or pursued as part of the role.
• Ability to build and maintain client relationships with confidence.
• Strong communication and collaboration across teams.
• Comfort working in a fast-paced financial environment.

Responsibilities

• Build financial plans with brokerage products and banking solutions for clients.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners based on needs and thresholds.
• Identify and engage new clients through referrals and in-branch opportunities.

Education

High School Diploma or equivalent

Bachelor's degree

Job description

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and tailored solutions. You will work with clients to review financial and investment goals, reference licensed products, and collaborate with internal partners to meet client needs.

The role emphasizes relationship-building, compliance with regulatory requirements, and a client-first approach in a dynamic, in-office setting across the New York market.