Financial Solutions Advisor - Western Long Island Market

Bank of America

Hewlett, NY, US
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
** Bank of America is seeking a Financial Solutions Advisor for its Western Long Island Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the financial services industry, focusing on client relationship management and goal achievement. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations.
  • This position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for its Western Long Island Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the financial services industry, focusing on client relationship management and goal achievement. **

Salary

Base: $65,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years financial service experience

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service/sales
  • SAFE Act registration compliance
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter