Financial Solutions Advisor - Albany / Hudson Valley Market

Responsibilities Build financial plans for clients, incorporating brokerage products such as stocks, bonds, mutual funds, annuities, and banking/money‑managed solutions. Recommend banking and investment strategies aligned with clients’ financial goals and needs. Triage client requests and refer them to internal service providers based on client needs and asset thresholds. Mitigate and control risk as part of daily activities. Identify and engage potential new clients through referrals or financial‑center clientele. Provide coaching and feedback to referral partners based on client needs and recommended product services. Maintain compliance with SAFE Act registration requirements, completing required background checks and maintaining good standing. Required Qualifications Current Series 7 & 66 licenses (or Series 63/65 in lieu of 66, with a passing score within 60 days). At least one year of experience in the investment industry with in‑depth knowledge of investment products and services. At least one year of experience in the financial‑service industry or a sales environment where goals were met or exceeded. Strong relationship‑building and teamwork skills. Excellent communication skills and the ability to engage clients confidently. Ability to set and achieve goals, prioritize tasks, and execute in a fast‑paced environment. Attention to detail, thoroughness, and regulatory due diligence in daily activities. Adaptability and a learning mindset. Desired Qualifications Strong computer skills and multitasking ability in a demanding environment. At least three years of experience in the financial‑service industry or sales environment with goal attainment. Professional designations such as CFP or CRPC. Insurance licenses. Schedule Monday – Friday, rotating Saturdays. Education Minimum: High School Diploma / GED / Secondary School or equivalent. Compensation & Benefits Annual salary range: $65,000 – $80,000, plus eligibility for a formulaic incentive plan. Employees are eligible for comprehensive benefits, including paid time off and support for physical, emotional, and financial well‑being. #J-18808-Ljbffr Bank of America