Bank of America
Financial Solutions Advisor Registration Candidate - Eastern Long Island Market
Medford +1 · Full-time · Posted Oct 19, 2026
- Location
- Medford
Riverhead - Experience
- At least one year of financial services industry or sales experience is listed as a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and tailored 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 banking and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Develop new client relationships, manage risk, and complete required licenses and training.
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 handle multiple tasks.
- Effective communication and collaboration, with a results-driven approach that prioritizes clients’ interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 hourly pay (base salary)
Model-written summary · the original posting is authoritative