Financial Solutions Advisor - Syosset Financial Center

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impacting the communities we serve. Bank of America is committed to an in‑office culture that supports collaboration, engagement, and career development. Our approach includes clear in‑office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities Triaging client leads, making referrals to business partners based on client needs and asset thresholds Meeting with clients to review financial and investment goals Building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommending banking and investment strategies that align with client financial goals and needs Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds Mitigating and controlling risk as part of daily activities Identifying and engaging potential new clients through referrals or financial center clientele Providing coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Required Qualifications Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses Minimum of one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all clients Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment Likes to learn, adapts to new information and seeks the right solutions for clients Efficiently manages time and capacity Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients Must be able to work Monday through Friday and rotating Saturdays Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Syosset - 378 JERICHO TPKE - SYOSSET BC (NY5286) Pay and benefits information Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Privacy Statement: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faced approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates Opportunity and Inclusion Each employee brings unique skills, backgrounds and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success Our Values Learn about our four values that represent what we believe Pay Transparency: #J-18808-Ljbffr Bank of America