Financial Solutions Advisor - S Brooklyn/staten Island Market

Bank of America (GHR)

Brooklyn, NY, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with flexibility based on role-specific considerations.
Series 7 & 66 licenses required
One year investments industry experience
Client relationship building skills
The Financial Solutions Advisor position at Bank of America focuses on providing tailored financial advice and solutions to clients, aiming to support their investment goals. Candidates must possess specific licenses and have experience in the financial services industry, along with strong interpersonal skills. The role promotes a collaborative work environment and offers competitive compensation and benefits

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 with monthly, quarterly, and annual opportunities based on performance metrics.
  • Bank of America offers industry-leading benefits including paid time off and resources to support employee wellness.

Matching Summary

Match Score: 85

The Financial Solutions Advisor position at Bank of America focuses on providing tailored financial advice and solutions to clients, aiming to support their investment goals. Candidates must possess specific licenses and have experience in the financial services industry, along with strong interpersonal skills. The role promotes a collaborative work environment and offers competitive compensation and benefits.

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 & 66 licenses required
  • One year investments industry experience
  • Client relationship building skills

Nice-to-have

  • Strong computer multitasking abilities
  • Certified Financial Planner designation
  • Insurance licenses obtained

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year investment experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter