Wealth & Financial Solutions Advisor – Albany & Hudson Valley

Bank of America; Yorktown Heights (NY); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Industry-leading benefits

Job summary

A financial institution is seeking a motivated individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and ensuring compliance with regulatory requirements. Candidates must hold or be willing to obtain the necessary licenses and have prior experience in the financial services industry. The position offers a competitive salary and benefits package.

Qualifications

• Currently holds Series 7 & 66 licenses or has a 63 or 65 and can obtain the 66.
• Minimum of one year experience in the investments industry.
• Experience in the financial service industry or a sales environment.

Responsibilities

• Develop and execute financial plans for clients using brokerage products.
• Recommend banking and investment strategies tailored to client needs.
• Identify potential new clients and engage them through referrals.

Skills

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

A financial institution is seeking a motivated individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and ensuring compliance with regulatory requirements. Candidates must hold or be willing to obtain the necessary licenses and have prior experience in the financial services industry. The position offers a competitive salary and benefits package.