Bank of America
Financial Solutions Advisor - Syosset Financial Center
$70K–$80K
Syosset · Full-time · Posted Sep 9, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a goal-based sales environment; three or more years in financial services and/or goal-based sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by creating financial plans, recommending banking and investment strategies, and referring clients to appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with client needs.
- Triages client requests, refers clients to internal service providers, and develops new client relationships.
- Manages risk and coaches 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 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 experience in an environment where goals were met or exceeded.
- 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 professional designations such as CFP or CRPC, and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative