Investment & Banking Solutions Advisor
Job in
Hewlett, Nassau County, New York, 11557, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in Hewlett, NY is seeking a financially skilled advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to partners, and meet with clients to review goals and recommend products across brokerage, banking, and investment services.
Required licenses and ongoing trainings are expected; the role may involve residential mortgage loan origination registrations and related compliance steps.
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