Strategic Financial Solutions Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Bank of America offers a path to helping clients achieve their financial goals through comprehensive advice and customized solutions. This role involves triaging leads, referring to partners based on assets, reviewing goals with clients, and building detailed financial plans that include brokerage products.
The position requires licenses (Series 7/66 or equivalents), strong client communication, and the ability to work in a structured in-office environment with adherence to regulatory
This posting is for the Strategic Financial Solutions Advisor role at Bank of America, based in Hampton Bays, NY, United States.
This is a great opportunity to take on the Strategic Financial Solutions Advisor role at Bank of America.
As a Strategic Financial Solutions Advisor, you will play an important part at Bank of America in Hampton Bays, NY, United States.
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