Financial Solutions Advisor - Eastern Long Island Market

Bank of America; Hampton Bays (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America offers a path to helping clients achieve their financial goals through comprehensive advice and customized solutions. This role involves triaging leads, referring to partners based on assets, reviewing goals with clients, and building detailed financial plans that include brokerage products.

The position requires licenses (Series 7/66 or equivalents), strong client communication, and the ability to work in a structured in-office environment with adherence to regulatory

Qualifications

• Series 7 and 66 licenses (or the equivalent 63/65 in lieu of 66).
• Minimum of one year of investments industry experience with product knowledge.
• Experience in financial services or sales with goals met.
• Ability to set and achieve goals and build client relationships.
• Strong collaboration, communication, and client engagement skills.
• Comfort with fast-paced work, prioritization and time management.
• Awareness of regulatory due diligence and SAFE Act requirements.
• Monday–Friday work with rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligning with client goals.
• Triages client requests and referrals to internal service providers.
• Mitigate and manage risk in daily activities.
• Identify and engage new clients through referrals or center clientele.
• Coach and provide feedback to referral partners on client needs and products.

Skills

Account Management

Advisory

Client Experience

Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Client Management

Pipeline Management

Policies & Guidelines

Causation Analysis

Written Communications

Education

High School Diploma

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

Job Description

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

Job Description

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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

Required Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
• Must be able to work Monday through Friday and rotating Saturdays

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment
• Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

• Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

Shift

1st shift (United States of America)

Hours Per Week

40