Bank of America
Brokerage and Advisory Solutions Financial Advisor
$70K–$150K
New York · Full-time · Posted Oct 12, 2026
- Experience
- 15+ years experience managing a successful book of business.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides investment advice, recommendations, trade execution, and brokerage account servicing to UHNW Private Bank clients through a centralized coverage team.
What you'll do
- Recommend and execute suitable investment products, strategies, and services; provide related investment and planning guidance.
- Review and adjust client portfolios to track progress toward goals and deliver service throughout the client relationship.
- Partner with Private Bank portfolio managers and other specialists while maintaining compliance and suitability monitoring.
What they ask for
- Series 7 and 66 registrations; additional state-dependent licenses may be required.
- 15+ years experience managing a successful book of business.
- Strong written and verbal communication skills, including explaining complex strategies to UHNW clients.
- Proven relationship-building and business-partnering skills; strong client service experience.
Nice to have
- Trading experience across multiple asset classes and implementing complex investment strategies.
- Bachelor’s degree in Finance, Economics or related field; advanced degrees and/or (CFA, CFP) is preferred.
Pay
$70,000.00 - $150,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative