Financial Solutions Advisor - Eastern Long Island Market

Bank of America; Holbrook (AZ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Employee support resources

Job summary

Bank of America is seeking a Financial Advisor in Holbrook, Arizona. This role involves working closely with clients to develop financial plans that meet their short and long-term goals. Responsibilities include advising on banking and investment strategies, managing client relationships, and ensuring compliance with regulations.

Applicants must hold relevant licenses and have experience in the financial services industry. This position offers a salary range of $65,000–$80,000 annually and industry-leading benefits.

Qualifications

• Holds Series 7 & 66 (or 63/65 with passing condition).
• Minimum one year experience in investments and financial services.
• Proven track record of meeting or exceeding sales goals.

Responsibilities

• Works with clients to build financial plans and strategies.
• Identifies potential new clients through referrals.
• Mitigates risk as part of daily activities.

Skills

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Active Listening

Client Management

Education

High School Diploma / GED

Job description

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 investment 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.

Schedule

Monday – Fridays and rotating Saturdays.

Required Qualifications

• Currently holds Series 7 & 66 (or 63/65 if not 66, with condition of passing missing series within 60 days).
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Has set and accomplished goals, achieving whatever you put your 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 your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Subject to SAFE Act registration requirements; required to register and obtain background check and maintain registration status; failure may result in disciplinary action up to termination.

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three 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

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Shift

1st shift (United States of America).

Hours Per Week

40.

Pay

Pay range: $65,000.00 - $80,000.00 annualized salary. Formulaic incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.