Bank of America
Financial Solutions Advisor - Montvale
$70K–$80K
Montvale · Full-time · Posted Sep 24, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment; desired qualification: minimum three years in financial services and/or a sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides personalized financial advice and plans, recommends banking and investment solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with client goals.
- Triage client requests, make referrals based on needs and asset thresholds, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential products.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 7 plus Series 63 or 65 with the missing series passed 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 sales-environment experience where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative