Strategic Financial Planner & Investment Advisor

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

Benefits offered by this job

Paid time off

Eligible for performance incentives

Industry-leading benefits

Job summary

Bank of America is seeking a dedicated professional for a financial advisory role in New York. This position involves providing tailored financial advice to clients, developing financial plans, and recommending investment products like stocks, bonds, and managed solutions. Qualifications include holding Series 7 & 66 licenses and at least one year of experience in the investments industry. Competitive salary of $65,000–$80,000 with performance incentives and comprehensive benefits offered.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Has at least one year experience in the investments industry.
• Has at least one year experience working in financial service industry.
• Ability to set and accomplish goals.
• Builds and nurtures relationships.
• Collaborates effectively with others.
• Communicates effectively and confidently.
• Manages goals in a fast-paced environment.
• Seeks right solutions for clients.

Responsibilities

• Works with clients to build financial plans.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.
• Identifies potential new clients.
• Provides coaching and feedback to referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is seeking a dedicated professional for a financial advisory role in New York. This position involves providing tailored financial advice to clients, developing financial plans, and recommending investment products like stocks, bonds, and managed solutions. Qualifications include holding Series 7 & 66 licenses and at least one year of experience in the investments industry. Competitive salary of $65,000–$80,000 with performance incentives and comprehensive benefits offered.