Bank of America
Financial Solutions Advisor - Greater Queens NY Market
$70K–$80K
Flushing +2 · Full-time · Posted Jul 24, 2026
- Location
- Flushing
Forest Hills
Jamaica - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; three years in the latter is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Advises clients on financial goals by building plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal providers, and develop new client relationships.
- Manage risk and coach referral partners on client needs and recommended services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 plus Series 63 or 65; the missing Series 66 component may be completed with a passing score within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales-environment experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial-services and/or goal-based sales experience; additional designations such as CFP or CRPC and insurance licenses are also desired.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative