Investment & Financial Planning Advisor

Bank of America; Manhasset (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Formulaic incentives

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America in Manhasset, NY seeks a client-focused financial advisor to guide clients toward their financial goals. You will develop financial plans, recommend brokerage products, and coordinate referrals with internal teams.

The role requires licenses (Series 7 and 66 or 63/65) and prior investments experience, with expectations for building client relationships and managing regulatory due diligence in daily activities. Monday–Friday with rotating Saturdays; competitive benefits.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Minimum 1 year in investments and financial services/sales experience.
• Capability to build client financial plans and recommend brokerage products.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigates risk in daily activities.
• Identifies new clients through referrals or existing clientele.
• Provide coaching to referral partners and explain product services.

Skills

Account Management

Advisory

Client Experience

Branding

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Education

High School Diploma

Job description

Bank of America in Manhasset, NY seeks a client-focused financial advisor to guide clients toward their financial goals. You will develop financial plans, recommend brokerage products, and coordinate referrals with internal teams.

The role requires licenses (Series 7 and 66 or 63/65) and prior investments experience, with expectations for building client relationships and managing regulatory due diligence in daily activities. Monday–Friday with rotating Saturdays; competitive benefits.