Financial Solutions Advisor - Northport Financial Center

Bank of America

Northport, New York, USA
$70,000.00 - $80,000.00 annualized salary; formula...
Financial plan creation
Brokerage product recommendations
Client needs assessment
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Responsibilities include working with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
  • This role is eligible to participate in a formulaic incentive plan and is currently benefits eligible.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Financial plan creation
  • Brokerage product recommendations
  • Client needs assessment
  • Risk mitigation
  • Client engagement

Nice-to-have

  • Relationship building
  • Adaptability to new information
  • Goal achievement
  • Effective communication
  • Time management

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter