Financial Solution Advisor - Katonah Financial Center

Bank of America

Katonah, NY, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
Client financial planning
Investment product recommendations
Risk mitigation and control
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • This role is currently benefits eligible and offers a formulaic incentive plan based on performance metrics.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Client financial planning
  • Investment product recommendations
  • Risk mitigation and control
  • Client lead triaging
  • Referral management

Nice-to-have

  • Strong computer multitasking skills
  • Collaborative teamwork
  • Effective communication
  • Adaptability and continuous learning
  • Goal-oriented sales experience

Key Requirements

  • Series 7 and 66 licenses
  • Minimum one year investment industry experience
  • SAFE Act registration for mortgage loan originations
  • High School Diploma or equivalent

Work Rights

SAFE Act registration required for mortgage loan originations

Tailored Resume

Cover Letter