Financial Solutions Advisor - Manhattan Central Market

Bank of America

New York, NY, US
$70,000.00 - $80,000.00 annualized salary; formula...
Series 7 & 66 licenses
Financial planning with brokerage products
Client needs and asset thresholds
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.
  • 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.
  • 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

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

  • Series 7 & 66 licenses
  • Financial planning with brokerage products
  • Client needs and asset thresholds
  • Risk mitigation in daily activities
  • Identifying and engaging new clients

Nice-to-have

  • Builds and nurtures strong relationships
  • Collaborates effectively with others
  • Communicates effectively and confidently
  • Adapts to new information
  • Thorough and thoughtful due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter