Bank of America
Financial Solutions Advisor - Westchester / Bronx Market
$70K–$80K
Bronx +4 · Full-time · Posted Sep 3, 2026
- Location
- Bronx
White Plains
New Rochelle
Bronxville
Yonkers - 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; three or more years in the latter is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial planning and recommends banking and investment solutions to clients, while managing referrals and client relationships.
What you'll do
- Build financial plans and recommend banking and investment strategies aligned with clients’ goals.
- Triage client requests and refer them to appropriate internal providers based on needs and asset thresholds.
- Identify prospective clients and manage risk in daily activities.
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 goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent; able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years of financial-services and/or goal-based sales experience.
- Additional designations such as CFP or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized base salary
Model-written summary · the original posting is authoritative