Bank of America
Financial Solutions Advisor - Eastern Long Island Market
$70K–$80K
Hampton Bays +4 · Full-time · Posted Sep 4, 2026
- Location
- Hampton Bays
Huntington
Southampton
Patchogue
Riverhead - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; three or more years in the latter is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by creating financial plans, recommending banking and investment strategies, and referring clients to appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests, make referrals, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year in financial services and/or a sales environment where goals were met or exceeded.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three or more years in financial services and/or a goal-based sales environment; additional designations such as CFP or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (USD), base salary
Model-written summary · the original posting is authoritative