Financial Solutions Advisor — Build Client Financial Plans
Job in
Levittown, Nassau County, New York, 11756, USA
Listed on 2026-08-03
Listing for:
Bank of America
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in New York is seeking a client-focused financial advisor to deliver tailored financial plans, brokerage recommendations, and referrals to partners. The role emphasizes risk-aware decision-making and regulatory diligence, with strong emphasis on customer service and achievement of sales goals.
The position requires active Series 7/66 licenses, a minimum of one year in investments or financial services, and the ability to work Monday through Friday with rotating Saturdays in a
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