Eastern Long Island Financial Solutions Advisor & Planner
Job in
Montauk, Suffolk County, New York, 11954, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
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 financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and banking solutions.
You will triage client leads, refer to business partners based on needs and asset thresholds, and build a financial plan. This role requires licenses and adherence to SAFE Act requirements, with strong client relationship skills.
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