Financial Solutions Advisor - Greater Queens Ny Market (bilingual Required Mandarin)

Bank of America

Flushing, NY, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Mandarin language fluency required
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products.
  • Bank of America is committed to an in-office culture that allows for appropriate flexibility based on role-specific considerations while driving responsible growth.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics and receive industry-leading benefits including paid time off.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products.

Salary

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

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Mandarin language fluency required

Nice-to-have

  • Certified Financial Planner designation preferred
  • Strong computer skills for multitasking
  • Ability to build strong client relationships

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year investments experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

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