Wealth & Financial Solutions Advisor

Bank of America; Town of Florida (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a financial advisor in the Town of Florida, New York. This role involves providing tailored financial advice, managing client relationships, and meeting regulatory requirements related to the SAFE Act. Candidates should have Series 7 & 66 licenses and a solid background in investments and financial services. The position offers the opportunity to engage with clients and build financial solutions. A positive work environment with a focus on client satisfaction is emphasized.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry.
• Communicates effectively and confidently.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Triages client requests and makes referrals to appropriate internal service providers.
• Identifies and engages potential new clients through referrals.

Skills

Advisory

Account Management

Client Solutions Advisory

Customer and Client Focus

Risk Management

Oral Communications

Written Communications

Attention to Detail

Active Listening

Pipeline Management

Education

Series 7 & 66 licenses

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Job description

Bank of America is seeking a financial advisor in the Town of Florida, New York. This role involves providing tailored financial advice, managing client relationships, and meeting regulatory requirements related to the SAFE Act. Candidates should have Series 7 & 66 licenses and a solid background in investments and financial services. The position offers the opportunity to engage with clients and build financial solutions. A positive work environment with a focus on client satisfaction is emphasized.