Bank of America
Financial Solutions Advisor - Manhasset Financial Center (Bilingual Mandarin Preferred)
$70K–$80K
Manhasset · Full-time · Posted Sep 30, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment; three or more years in the latter is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and tailored plans to clients, recommends banking and investment strategies, and refers clients to internal partners based on their needs and assets.
What you'll do
- Builds financial plans using brokerage products and banking and money-managed solutions, and recommends strategies aligned with client goals.
- Triages client requests, refers clients to internal service providers, and develops potential new clients through referrals and financial center clientele.
- Manages risk and coaches referral partners on client needs and potential product recommendations.
What they ask for
- Currently holds Series 7 and Series 66 (or equivalent Series 63 and 65 in lieu of 66) licenses.
- 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 sales-environment experience where goals were met or exceeded.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years of financial-services and/or sales-environment experience where goals were met or exceeded.
- Additional professional designations such as CFP or CRPC; insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative