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Financial Solutions Advisor
Bank of America. Providing comprehensive advice and customized solutions to clients.
Posted 5/8/2026full-timeArmonk • New York • 🇺🇸 United StatesJunior💰 $65,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients.
- Triaging client leads and making referrals based on client needs.
- Meeting with clients to review financial and investment goals.
- Building a financial plan and recommending brokerage products.
Requirements
What you’ll need- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- At least one year experience in the investments industry.
- At least one year experience working in the financial service industry and/or a sales environment.
- Sets and accomplishes goals.
- Builds and nurtures strong relationships.
- Collaborates effectively with others.
- Efficiently manages your time and capacity.
Benefits
Comp & perks- Paid time off
- Resources and support for employees
- Industry-leading benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
goal settingrelationship buildingcollaborationtime management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license