Wealth & Financial Solutions Advisor

Bank of America; Village of Patchogue (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to business partners based on needs and asset thresholds, meet with clients to review goals, build financial plans, and recommend brokerage products.

Role requires licenses (Series 7 & 66 or 63/65) and at least one year in investments or financial services, plus strong relationship-building and

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63/65)
• Minimum of one year of experience in the investments industry
• Minimum of one year in financial services or a sales environment with targets achieved

Responsibilities

• Works with clients to plan short and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities)
• Recommends banking and investments strategies aligned with client goals
• Triages client requests and refers to internal service providers based on client needs
• Mitigates and controls risk in daily activities
• Identifies and engages potential new clients through referrals or center clientele
• Provides coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Pipeline Management

Policy Compliance

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 achieve their financial goals. You will triage client leads, refer to business partners based on needs and asset thresholds, meet with clients to review goals, build financial plans, and recommend brokerage products.

Role requires licenses (Series 7 & 66 or 63/65) and at least one year in investments or financial services, plus strong relationship-building and