Financial Solutions Advisor - Greater Queens Ny Market (bilingual Required Mandarin)

Bank of America

Flushing, NY, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
On-site
Provide comprehensive financial advice
Develop customized financial plans
Recommend brokerage products
Bank of America is seeking a bilingual Financial Solutions Advisor for their Greater Queens NY market, focusing on providing tailored financial advice and solutions to clients. The role requires a strong background in finance and investments, alongside effective communication and relationship-building skills

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 85

Bank of America is seeking a bilingual Financial Solutions Advisor for their Greater Queens NY market, focusing on providing tailored financial advice and solutions to clients. The role requires a strong background in finance and investments, alongside effective communication and relationship-building skills.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus/Equity: Formulaic incentive plan eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Provide comprehensive financial advice
  • Develop customized financial plans
  • Recommend brokerage products
  • Manage client relationships
  • Bilingual Mandarin required

Nice-to-have

  • Drive Responsible Growth
  • Foster an inclusive workplace
  • Support teammate wellness
  • Make community impact

Key Requirements

  • Series 7 and 66 licenses
  • Minimum one year of investments industry experience
  • Minimum one year of financial service/sales experience
  • Bilingual Mandarin required

Work Rights

Not specified

Tailored Resume

Cover Letter