Financial Solutions Advisor – SAFE Act Registered

Bank of America; Levittown (NY); On-site; USD 39,950 - 46,838; Full time

Job summary

Bank of America is seeking a Financial Center Advisor in the New York area to help clients reach financial goals using brokerage and banking solutions. The role involves triaging requests, referring to partners, and reviewing client plans with licensed support as needed.

You will engage in growing client relationships, managing portfolios, and advising on investment and banking products to meet individual needs in a fast-paced environment.

Qualifications

• High School Diploma or GED required or equivalent.
• Ability to obtain required industry licenses (e.g., FINRA) and complete trainings.
• Experience cultivating client relationships, assessing needs and recommending solutions.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products and banking solutions.
• Recommends banking and investments strategies that align with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds; mitigates risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Center Advisor in the New York area to help clients reach financial goals using brokerage and banking solutions. The role involves triaging requests, referring to partners, and reviewing client plans with licensed support as needed.

You will engage in growing client relationships, managing portfolios, and advising on investment and banking products to meet individual needs in a fast-paced environment.