Strategic Financial Solutions Advisor

Bank of America; Medford (NY); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to deliver comprehensive financial guidance. The role involves triaging client leads, referring to partners, and reviewing goals to recommend suitable products and services.

You will complete licenses and trainings to support mortgage and SAFE Act requirements. You will engage with clients to build plans using stocks, bonds, mutual funds, annuities, and banking solutions, while maintaining compliance and strong risk controls.

Qualifications

• Requires licenses or ability to obtain required industry licenses
• Experience in cultivating client relationships and assessing needs
• Ability to work in a fast-paced environment and manage multiple tasks

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage and banking products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers based on needs and assets
• Identify and engage new clients through referrals or center clientele

Skills

Client experience

Relationship building

Communication

Sales mindset

Financial planning

Brokerage products

Asset management

Risk management

Portfolio management

Time management

Education

Bachelor’s degree

FINRA SIE

Job description

Bank of America is seeking a client-focused financial advisor to deliver comprehensive financial guidance. The role involves triaging client leads, referring to partners, and reviewing goals to recommend suitable products and services.

You will complete licenses and trainings to support mortgage and SAFE Act requirements. You will engage with clients to build plans using stocks, bonds, mutual funds, annuities, and banking solutions, while maintaining compliance and strong risk controls.