Financial Solutions Advisor - Western Long Island Market

Bank of America • Williston Park, NY

3d • $70,000 - $80,000 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging client leads, referring clients to business partners based on their needs and asset thresholds, reviewing financial and investment goals, building financial plans, and recommending brokerage products. Advisors apply and expand their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and requires SAFE Act registration, including a background check and maintaining good standing in the federal registry. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The role is based in an in-office culture, with expectations shaped by role responsibilities and business needs. This requisition lists locations in East Meadow, East Hills/Roslyn Heights, and Williston Park, though there is not an immediate opening at every listed location.

The position is first shift, 40 hours per week, and requires availability Monday through Friday and rotating Saturdays. The annual salary range is $70,000–$80,000, with offers determined by experience, education, and skill set. The role is eligible for formulaic incentives based on performance against defined metrics and is benefits eligible.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
• 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 in the financial services industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and feel comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Manage time and capacity efficiently.
• Incorporate relevant regulatory due diligence thoughtfully into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking solutions, and managed-money solutions.
• Recommend banking and investment strategies that align with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially appropriate product services.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan participation, with opportunities that may be monthly, quarterly, and/or annual and earned based on performance against defined metrics.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED