Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Responsibilities Works with clients to plan short‑ and long‑term financial goals, building a financial plan that includes brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment 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 centre clientele. Required Qualifications Ability to obtain required industry licenses. Self‑disciplined time and capacity management. Experience cultivating client relationships, assessing needs, and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment. Ability to execute multiple tasks simultaneously. Ability to learn and adapt to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE). Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Schedule Monday – Fridays with rotating Saturdays. Skills Client experience Branding Client solutions advisory Investment management Pipeline management Referral management Client management Customer and client focus Portfolio management Prospecting Referral identification Business acumen Executive presence Oral communications Risk management Trading Minimum Education Requirement High School Diploma / GED / secondary school or equivalent. Shift & Hours 1st shift (United States of America). 40 hours per week. Pay Pay range: $28.85 – $33.65 hourly. Base salary only, not incentive eligible. Benefits This role is benefits eligible, with industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being. This role may be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements, including a federal background check. #J-18808-Ljbffr Bank of America