Upstate NY Financial Solutions Advisor

Bank of America Corporation; Village of Liverpool (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. Responsibilities include triaging leads, referring to partners, reviewing goals, and building financial plans with brokerage products.

Licenses (Series 7 and 66 or equivalents) and 1+ years in investments or financial services are required; Monday–Friday with rotating Saturdays may apply.

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 knowledge of investment products.
• Minimum of one year of experience in financial services and/or a sales environment with goals met or exceeded.
• Ability to build and nurture relationships with clients and referral partners.
• Strong communication, time management, and ability to work in a fast-paced environment.
• Comfort with regulatory due diligence and SAFE Act requirements for mortgage loan origination.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages new clients through referrals or existing client base.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Client focus

Oral communications

Active listening

Attention to detail

Risk management

Pipeline management

Client solutions advisory

Written communications

Account management

Advisory

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. Responsibilities include triaging leads, referring to partners, reviewing goals, and building financial plans with brokerage products.

Licenses (Series 7 and 66 or equivalents) and 1+ years in investments or financial services are required; Monday–Friday with rotating Saturdays may apply.