SAFE Act Eligible: Financial Solutions Advisor

Bank of America; New York, Northern (NY, KY); Hybrid; USD 82,751,000 - 96,421,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America in New York is seeking a client-focused financial advisor to help clients meet their financial goals through tailored brokerage and banking solutions. You will review investments, make referrals, and build lasting client relationships while expanding knowledge through required licenses and trainings.

The role emphasizes a compliant, client-centric approach in a dynamic office setting with clear in-office expectations and role-specific flexibility.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Ability to manage multiple tasks in a fast-paced environment.
• Demonstrates proactive communication and collaboration with peers.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages requests and refers to internal partners per client needs; manages risk.
• Identify and engage new clients through referrals or existing center clients.

Skills

Client Experience

Advisory Skills

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma

GED

Job description

Bank of America in New York is seeking a client-focused financial advisor to help clients meet their financial goals through tailored brokerage and banking solutions. You will review investments, make referrals, and build lasting client relationships while expanding knowledge through required licenses and trainings.

The role emphasizes a compliant, client-centric approach in a dynamic office setting with clear in-office expectations and role-specific flexibility.