Financial Solutions Advisor: Guide Clients to Goals
Job in
Forest Hills, Pike County, Kentucky, 41527, USA
Listed on 2026-07-23
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Forest Hills, NY seeks a financial services professional to provide tailored financial plans and brokerage recommendations. You will triage leads, refer to partners based on client needs, and review goals with clients to drive appropriate solutions.
The role requires licenses (Series 7/66) and a few years in financial services, with a focus on client advocacy, relationship building, and compliant practices.
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