Financial Solutions Advisor - East Hampton Financial Center

Bank of America

East Hampton, NY, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office
Series 7 and series 66 licenses required
One year investments industry experience
Client relationship management skills
Bank of America is seeking a Financial Solutions Advisor for its East Hampton Financial Center, responsible for providing personalized financial advice and solutions to clients. The role requires a background in the investments industry, relevant licensing, and strong relationship-building skills

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • Bank of America offers industry-leading benefits including access to paid time off and resources for employee wellness.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for its East Hampton Financial Center, responsible for providing personalized financial advice and solutions to clients. The role requires a background in the investments industry, relevant licensing, and strong relationship-building skills.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client relationship management skills

Nice-to-have

  • Certified Financial Planner designation preferred
  • Strong computer and multitasking skills
  • Chartered Retirement Planning Counselor credential

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65 with condition)
  • Minimum one year in investments industry
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

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