Bank of America
Financial Solutions Advisor - Greater Queens NY Market
$70K–$80K
Flushing +2 · Full-time · Posted Oct 21, 2026
- Location
- Flushing
Jamaica
New York - 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; desired qualification: three or more years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized banking and investment solutions, helping clients plan for financial goals and referring them to appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and potential solutions.
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 of financial-services and/or goal-based sales experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years of financial-services and/or goal-based sales experience.
- CFP or CRPC designation, or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary; formulaic incentive eligible, amount not stated
Model-written summary · the original posting is authoritative