Financial Solutions Advisor - Eastern Long Island Market

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to SAFE Act registration requirements. Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investments strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and engages potential new clients through referrals or financial‑center clientele. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Schedule Monday - Fridays and rotating Saturdays. Required Qualifications Currently holds Series 7 & 66 (or Series 63 & 65 in lieu of 66) licenses. Has at least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services. Has at least 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 you put your 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. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients. Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment. At least three 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 Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis 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 US salary range: $65,000.00 – $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Benefits 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. This role is eligible to participate in a formulaic incentive plan; incentives are earned based on the employee's performance against defined metrics. #J-18808-Ljbffr Bank of America