Holistic Financial Solutions Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Bank of America in New York is seeking a client-facing financial advisor who provides tailored advice and solutions to help clients reach their financial goals. You will triage leads, refer to business partners, and review goals with clients, including mortgage options subject to SAFE Act requirements.
The role requires licenses, strong time management, and the ability to build trusted relationships in a fast-paced environment.
This is a genuine opportunity to take on the Holistic Financial Solutions Advisor role at Bank of America.
The position is based in New York, NY, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 39.000 - 47.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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