Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)

Bank of America

Copiague, NY, US
Base: $70,000.00 - $80,000.00 annualized salary; b...
Series 7 & 66 licenses
Investment industry experience
Financial service sales experience
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.
  • The company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility.
  • 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

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses
  • Investment industry experience
  • Financial service sales experience
  • Bilingual Spanish Required

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 investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter