Financial Solutions Advisor: Wealth & Banking Guidance
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-01
Listing for:
Bank of America
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions, helping clients reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build financial plans that include brokerage products.
Required licenses (Series 7 and 66 or 63/65 with requirement), and at least one year in investments or financial services. Strong relationship skills and ability to work in a fast-paced environment are essential.
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