Holistic Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 39,000 - 47,000; Full time

Job summary

Bank of America in New York is seeking a client-facing financial advisor who provides tailored advice and solutions to help clients reach their financial goals. You will triage leads, refer to business partners, and review goals with clients, including mortgage options subject to SAFE Act requirements.

The role requires licenses, strong time management, and the ability to build trusted relationships in a fast-paced environment.

Qualifications

• Requires licenses; ability to obtain required industry licenses.
• Must manage time and capacity independently.
• Experience in cultivating client relationships and assessing needs.
• Strong communication and collaboration to build peer relations.
• Results-driven mindset prioritizing clients' interests in a fast-paced environment.
• Able to handle multiple tasks simultaneously.
• Learns and adapts to new technology.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client goals.
• Triages client requests and refers to appropriate internal service providers based on client needs.
• Identifies potential new clients through referrals or financial centre clientele.

Skills

Time management

Client relationships

Communication

Sales experience

Goal oriented

Multitasking

Adaptability

Education

High School Diploma

Bachelor's degree

Job description

Bank of America in New York is seeking a client-facing financial advisor who provides tailored advice and solutions to help clients reach their financial goals. You will triage leads, refer to business partners, and review goals with clients, including mortgage options subject to SAFE Act requirements.

The role requires licenses, strong time management, and the ability to build trusted relationships in a fast-paced environment.