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Financial Solutions Advisor: Client-Focused Planning

Job in New York, New York County, New York, 10261, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Location: New York

Bank of America in New York seeks a client-focused Financial Advisor to help clients reach their financial goals with tailored investment, banking and mortgage solutions. You will triage leads, refer to partners, and meet with clients to review goals and progress.

Success requires completing licenses and trainings, maintaining compliance, and building long-term client relationships in a fast-paced environment.

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