Investment & Banking Solutions Advisor

Bank of America; Town of Florida (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits package

Opportunities for career growth

Diverse and inclusive workplace

Job summary

A leading financial institution is seeking a financial advisor to help clients achieve their financial goals through customized solutions. Responsibilities include triaging client leads, providing investment recommendations, and building financial plans. The ideal candidate will have a Series 7 & 66 licenses with experience in the investments or financial services industry. Strong communication skills and the ability to build relationships are essential. This role offers competitive benefits and opportunities for career advancement.

Qualifications

• 1+ year experience in the investments industry with knowledge of investment products.
• Goal-oriented with a record of meeting or exceeding targets.
• Strong ability to build and nurture relationships with clients.

Responsibilities

• Plan financial goals with clients through brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Provide coaching and feedback based on client interactions.

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

Education

Series 7 & 66 licenses

Additional designations (CFP, CRPC)

Job description

A leading financial institution is seeking a financial advisor to help clients achieve their financial goals through customized solutions. Responsibilities include triaging client leads, providing investment recommendations, and building financial plans. The ideal candidate will have a Series 7 & 66 licenses with experience in the investments or financial services industry. Strong communication skills and the ability to build relationships are essential. This role offers competitive benefits and opportunities for career advancement.