Bank of America
Financial Solutions Advisor Registration Candidate - East Meadow Financial Center
East Meadow · Full-time · Posted Aug 17, 2026
- Experience
- No fixed minimum stated; desired qualification includes a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Advises clients on financial goals by developing plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Build financial plans using brokerage, banking, and money management solutions; recommend strategies aligned with client needs.
- Triage client requests and refer them to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and develop client relationships.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to manage multiple tasks.
- Strong communication and collaboration skills, with a results-driven, client-focused approach and ability to adapt to new technology.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 USD hourly pay (base salary; not incentive eligible)
Model-written summary · the original posting is authoritative