Financial Solutions Advisor - Eastern Long Island Market

Bank of America

Commack, NY, USA
$65,000.00 - $80,000.00 annualized salary; formula...
Financial plan development
Brokerage product recommendation
Client lead triaging
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.

Salary

$65,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Financial plan development
  • Brokerage product recommendation
  • Client lead triaging
  • Risk mitigation
  • Client engagement

Nice-to-have

  • Relationship building
  • Adaptability
  • Goal achievement
  • Collaboration
  • Client experience branding

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

Cover Letter