SAFE Act Registered Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in New York, NY seeks a financial advisor to help clients achieve financial goals through brokerage products and banking solutions. You will triage client leads, refer to partners, and review goals with clients while maintaining regulatory compliance.

The role emphasizes building client relationships, expanding assets under management, and meeting licensing requirements. A hybrid work approach may apply, with training at a financial center and eventual client-facing

Qualifications

• Aptitude for obtaining industry licenses and registrations.
• Experience in cultivating client relationships and cross-selling.
• Strong communication and collaboration skills.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products.
• Recommends banking and investment strategies aligned with goals.
• Triages client requests and refers to internal service providers based on needs.
• Identifies potential new clients through referrals or center clientele.

Skills

Client relationships

Financial guidance

Sales experience

Communication

Time management

Education

High School Diploma

Bachelor's degree

Job description

Bank of America in New York, NY seeks a financial advisor to help clients achieve financial goals through brokerage products and banking solutions. You will triage client leads, refer to partners, and review goals with clients while maintaining regulatory compliance.

The role emphasizes building client relationships, expanding assets under management, and meeting licensing requirements. A hybrid work approach may apply, with training at a financial center and eventual client-facing