Financial Solutions Advisor - Upstate New York Market

Bank of America

Depew, New York, USA
$70,000.00 - $80,000.00 annualized salary; formula...
Financial plan development
Brokerage product recommendation
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.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • 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

  • Financial plan development
  • Brokerage product recommendation
  • Client needs assessment
  • Risk mitigation
  • Client referral management

Nice-to-have

  • Building strong relationships
  • Effective communication and engagement
  • Adaptability to new information
  • Goal achievement and prioritization

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter