Personal Financial Solutions Advisor

Bank of America

Sunnyside (NY)

On-site

USD 80,000 - 120,000

Full time

35 hours ago

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Job summary

Bank of America in New York is seeking a role that provides comprehensive financial advice and customized solutions to help clients reach financial goals. The role involves triaging leads, referring to partners, and meeting clients to review goals and recommend products.

Licensing and training are required, including potential SAFE Act mortgage registration. The position emphasizes client relationship building, expanding assets, and identifying new opportunities via referrals and center

Qualifications

High school diploma or equivalent required.
Bachelor's degree or 1 year financial services experience required.
Licensing requirements to obtain industry licenses and licenses training with SAFE Act may be needed.

Responsibilities

Works with clients to plan short and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities).
Recommends banking and investments strategies aligned with client goals.
Triages client requests and referrals to internal service providers based on needs and asset thresholds; mitigates risk.
Identifies and engages potential new clients through referrals or financial center clientele.