Financial Services Specialist

3 days ago


New York, New York, United States Bank of America Full time

**Job Description:**

We are seeking a skilled Financial Services Specialist to join our team in supporting the development and implementation of strategies to further develop and enhance existing client relationships.

Responsibilities include tracking client actions, attending client review meetings, executing on the team service model, and managing aspects of the client relationship process.

Required skills and qualifications include Series 7, 63/65 or 66 registration, SAFE ACT Registration, and obtaining at least one firm-approved designation.

**Salary:** $50,000.00 - $90,000.00 annualized salary, with formulaic incentive eligibility.

**Benefits:** This role is benefits-eligible, offering industry-leading benefits, access to paid time off, resources, and support for employees to make a genuine impact.



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