Strategic Financial Advisor & Investment Planner

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

Job summary

Bank of America in Flushing, NY seeks a licensed financial professional to deliver comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, coordinate with partners, and review financial plans including brokerage products.

Required Series 7 and 66 (or 63/65), at least 1 year in investments or financial services, and the ability to meet Monday–Friday with rotating Saturdays. Strong relationship skills and regulatory diligence are essential.

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Minimum 1 year in investments or financial services sales.
• Strong relationship-building and goal-driven mindset.
• Ability to work Monday–Friday with rotating Saturdays.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal partners by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals and center-based activity.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Education

High School Diploma or GED

Job description

Bank of America in Flushing, NY seeks a licensed financial professional to deliver comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, coordinate with partners, and review financial plans including brokerage products.

Required Series 7 and 66 (or 63/65), at least 1 year in investments or financial services, and the ability to meet Monday–Friday with rotating Saturdays. Strong relationship skills and regulatory diligence are essential.