Strategic Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America seeks a licensed financial advisor to provide tailored guidance and brokerage solutions to clients, including planning, referrals, and product recommendations. You will triage leads, meet clients, and build financial plans while completing required licenses and trainings.

Candidates should hold Series 7 and 66 (or 63/65), have 1+ year of investment experience, strong relationship skills, and be able to work Monday–Friday with rotating Saturdays.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies Procedures Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a licensed financial advisor to provide tailored guidance and brokerage solutions to clients, including planning, referrals, and product recommendations. You will triage leads, meet clients, and build financial plans while completing required licenses and trainings.

Candidates should hold Series 7 and 66 (or 63/65), have 1+ year of investment experience, strong relationship skills, and be able to work Monday–Friday with rotating Saturdays.