Wealth Planning & Investment Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan

Job summary

A major financial institution in Armonk is seeking a Financial Advisor to help clients achieve financial goals through comprehensive advice and customized solutions. This role involves building financial plans and recommending products while maintaining regulatory compliance. Ideal candidates possess licenses such as Series 7 and 66, along with experience in the financial services industry. Join a team committed to fostering relationships and delivering exceptional service in a dynamic environment.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent within 60 days.
• At least one year of experience in the investments industry.
• Strong communication and relationship-building skills.

Responsibilities

• Work with clients to plan their short and long-term financial goals.
• Recommend investment strategies that align with clients' goals.
• Identify and engage potential new clients through referrals.

Skills

Client relationship management

Financial planning

Investment knowledge

Sales experience

Goal setting and achievement

Job description

A major financial institution in Armonk is seeking a Financial Advisor to help clients achieve financial goals through comprehensive advice and customized solutions. This role involves building financial plans and recommending products while maintaining regulatory compliance. Ideal candidates possess licenses such as Series 7 and 66, along with experience in the financial services industry. Join a team committed to fostering relationships and delivering exceptional service in a dynamic environment.