Investment & Financial Planning Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Bank of America in Manhasset, NY seeks a client-focused financial advisor to guide clients toward their financial goals. You will develop financial plans, recommend brokerage products, and coordinate referrals with internal teams.
The role requires licenses (Series 7 and 66 or 63/65) and prior investments experience, with expectations for building client relationships and managing regulatory due diligence in daily activities. Monday–Friday with rotating Saturdays; competitive benefits.
We would love to welcome a new Investment & Financial Planning Advisor to our group in Manhasset, NY, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Manhasset, NY, United States.
This opportunity is part of our work in Finance.
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