Bank of America
Financial Solutions Advisor - Upstate New York Market
$70K–$80K
West Seneca +3 · Full-time · Posted Oct 7, 2026
- Location
- West Seneca
Liverpool
Fayetteville
Cicero - Experience
- At least one year in the investments industry and at least one year in financial services and/or goal-based sales; 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 advice and recommends banking and investment solutions to help clients meet their financial goals.
What you'll do
- Builds financial plans and recommends brokerage products and strategies aligned with clients’ needs.
- Triages client requests and refers clients to appropriate internal service providers.
- Identifies potential clients and manages risk in daily activities.
What they ask for
- Currently holds Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66) licenses.
- 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 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.
- Additional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC), and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (USD, base salary)
Model-written summary · the original posting is authoritative