Financial Solutions Advisor

Financial Solutions Advisor - Central Long Island Market To proceed with your application, you must be at least 18 years of age. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. We are committed to an inclusive workplace that supports physical, emotional, and financial wellness for all teammates and recognises achievement through performance awards. Bank of America is committed to an in‑office culture with specific office‑based attendance requirements, but offers flexibility where role‑specific considerations allow. Job Description Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑management solutions. Recommends banking and investment strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and engages potential new clients through referrals or financial center clientele. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Required Qualifications Currently holds Series 7 and Series 66 (Series 63 or 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer will be extended with the condition that a passing score is received for the missing series within 60 days. At least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services. At least one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritises tasks and executes in a fast‑paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients. Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment. At least three years of experience working in the financial services industry and/or a sales environment where goals were met or exceeded. Obtained additional professional designations such as CFP and/or CRPC. Obtained insurance licenses. Essential Skills Advisory, Account Management, Client Experience Branding, Customer and Client Focus. Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management. Policies, Procedures, and Guidelines, Client Management, Causation Analysis, Written Communications. New York Pay Range $70,000.00 – $80,000.00 annualized salary, offers determined based on experience, education and skill set. Benefits This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may comprise monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on performance against defined metrics. The position is benefits eligible and provides industry‑leading benefits, access to paid time off, resources and support to employees. EEO Statement Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. Financial Services Firm. All applicants must be at least 18 years of age. #J-18808-Ljbffr