Bank of America
Financial Solutions Advisor Registration Candidate - Western Long Island Market
Roslyn Heights · Full-time · Posted Oct 20, 2026
- Experience
- 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 customized solutions, helping clients plan goals, assess investment needs, and connect with appropriate banking and investment services.
What you'll do
- Build financial plans using brokerage, banking, and money management solutions; recommend strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential new clients and manage risk in daily activities.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Strong communication and collaboration skills, with a results-driven, client-focused approach.
- Ability to manage time, handle multiple tasks, and adapt to new technology or applications.
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
Model-written summary · the original posting is authoritative