Financial Solutions Advisor — SAFE Act Eligible Candidate

Bank of America; East Meadow (NY); On-site; USD 82,667,000 - 96,421,000; Full time

Job summary

Bank of America seeks a financial services professional to advise clients and tailor investment solutions. You will review goals, recommend banking and investment products, and coordinate referrals to internal teams while building strong client relationships.

The role emphasizes licensing, regulatory compliance (SAFE Act), and servicing a diverse client base through a consultative approach. This position requires strong communication and organization within a busy environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Ability to manage multiple tasks and adapt to a fast-paced environment.

Responsibilities

• Provide comprehensive financial advice and customized solutions to clients.
• Triages client leads and makes referrals to internal partners based on client needs.
• Review financial and investment goals with clients and recommend appropriate products.
• Identify potential new clients through referrals or existing center clientele.
• Maintain compliance with SAFE Act requirements for mortgage-related activities.

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Oral Communications

Risk Management

Education

High School Diploma

Job description

Bank of America seeks a financial services professional to advise clients and tailor investment solutions. You will review goals, recommend banking and investment products, and coordinate referrals to internal teams while building strong client relationships.

The role emphasizes licensing, regulatory compliance (SAFE Act), and servicing a diverse client base through a consultative approach. This position requires strong communication and organization within a busy environment.