Long Island Financial Solutions Advisor – Growth & Planning

Bank of America; Town of Southampton (NY); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive eligibility

Job summary

A leading financial institution is seeking a Financial Advisor to provide tailored financial solutions to clients. Responsibilities include planning financial goals, recommending investment strategies, and triaging client requests. Candidates should hold relevant licenses and have experience in the investments and financial service industries. Strong communication skills and the ability to foster client relationships are essential. This role offers competitive salary and benefits with a commitment to professional growth.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year of experience in the investments industry.
• Experience in a financial service/sales environment.
• Strong relationship-building skills.
• Ability to communicate effectively and confidently.

Responsibilities

• Helps clients plan their financial goals.
• Recommends investment strategies aligning with client needs.
• Triages client requests and refers to appropriate services.
• Engages new clients through referrals.

Skills

Advisory

Client Experience Branding

Customer and Client Focus

Active Listening

Attention to Detail

Risk Management

Oral Communications

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

A leading financial institution is seeking a Financial Advisor to provide tailored financial solutions to clients. Responsibilities include planning financial goals, recommending investment strategies, and triaging client requests. Candidates should hold relevant licenses and have experience in the investments and financial service industries. Strong communication skills and the ability to foster client relationships are essential. This role offers competitive salary and benefits with a commitment to professional growth.