Bank of America
Financial Solutions Advisor - Manhattan South Market
$65K–$80K
US - NY - New York - 186 5th Ave - Flatiron (NY5391) +1 · Full-time · Posted May 7, 2026
- Location
- US - NY - New York - 186 5th Ave - Flatiron (NY5391)
New York - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; desired qualification: at least three 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 solutions, including financial plans and brokerage recommendations, to help clients meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with client needs.
- Triage client requests and refer clients to appropriate internal partners based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; missing Series 66 exam must be passed within 60 days if hired conditionally.
- 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.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- CFP or CRPC designation and/or insurance licenses.
Pay
$65,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative