Bank of America
Financial Solutions Advisor - S. Brooklyn /Staten Island Market
$70K–$80K
Brooklyn +1 · Full-time · Posted Aug 14, 2026
- Location
- Brooklyn
Staten Island - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; desired qualification: three or more years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial and investment advice, builds financial plans, recommends products and strategies, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests, refer clients to internal service providers, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential product recommendations.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services or goal-based sales experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional designations such as CFP or CRPC, and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized base salary
Model-written summary · the original posting is authoritative