Financial Solutions Advisor: Create Custom Financial Plans
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
United States Digital Space LLC in Syosset, NY is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions to help clients achieve their financial goals. Responsibilities include triaging leads, referring to partners, meeting clients to review goals, building a financial plan, and recommending brokerage products, with licensing training and SAFE Act compliance.
The role offers a 40-hour work week on 1st shift, salary range $70,000–$80,000, competitive
For the Financial Solutions Advisor:
Create Custom Financial Plans position at Bank of America, we are reviewing applications now.
We would love to welcome a new Financial Solutions Advisor:
Create Custom Financial Plans to our organisation in Jericho, NY, United States.
Step into the Financial Solutions Advisor:
Create Custom Financial Plans role at Bank of America in Jericho, NY, United States and grow with us.
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