Strategic Financial Solutions Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Bank of America in the United States is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. The role involves meeting with clients, building financial plans, and recommending brokerage products to reach financial goals.
Candidates will triage leads, refer to business partners, and complete required licenses and trainings. SAFE Act registration applies to residential mortgage loan activity, with background checks and compliance ongoing.
This posting is for the Strategic Financial Solutions Advisor role at Bank of America, based in City of Yonkers, NY, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in City of Yonkers, NY, United States.
This opportunity is part of our work in Finance, Sales.
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