Financial Solutions Advisor - Upstate New York Market

Bank of America

Depew, NY, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
On-site
Client financial planning
Brokerage product recommendations
Banking and investment strategies
Bank of America is seeking a Financial Solutions Advisor for various locations in Upstate New York, focusing on providing tailored financial advice to clients. The ideal candidate should have relevant licenses, experience in the financial services industry, and strong 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 Financial Solutions Advisor for various locations in Upstate New York, focusing on providing tailored financial advice to clients. The ideal candidate should have relevant licenses, experience in the financial services industry, and strong relationship-building skills.

Salary

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

Skills & Requirements

Must-have

  • Client financial planning
  • Brokerage product recommendations
  • Banking and investment strategies
  • Risk mitigation and control
  • Client lead triage and referrals

Nice-to-have

  • Building strong relationships
  • Effective communication and engagement
  • Adaptability to new information
  • Time and capacity management

Key Requirements

  • Series 7 and 66 licenses
  • 1+ year investments industry experience
  • 1+ year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter