Bank of America Is Hiring A Financial Solutions Advisor

Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required: Mandarin) 🎯

Join Bank of America as a Financial Solutions Advisor and help clients achieve their financial goals through personalized advice and tailored solutions in a dynamic, inclusive environment.

Location

Flushing, New York

Qualifications & Requirements ✅

• Must be at least 18 years old to proceed with the application
• For bank employees, meet all posting eligibility requirements prior to applying
• Candidate must be bilingual in English and Mandarin
• Registration with the SAFE Act is mandatory for those involved in residential mortgage loan originations
• Complete all necessary licenses and training to expand your knowledge and skills

About Bank of America 🤝

At Bank of America, our mission is to make financial lives better through meaningful connections. We foster a culture guided by responsible growth, inclusivity, and community impact, supporting our teammates' well-being and professional development.

We are committed to an in-office culture with role-specific flexibility, ensuring a supportive and flexible work environment. Join us to build a rewarding career with opportunities to learn, grow, and make a difference!

Job Responsibilities 📋

• Provide comprehensive advice and customized solutions to clients to help them reach their financial goals
• Triaging client leads and referring clients to appropriate business partners based on needs and asset thresholds
• Meeting with clients to review financial and investment objectives
• Developing personalized financial plans involving brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions
• Recommending banking and investment strategies aligned with client goals
• Mitigating and controlling risk during daily activities
• Identifying and engaging potential new clients through referrals and existing client networks
• Providing coaching and feedback to referral partners based on client needs and product offerings

Required Qualifications 🔑

• Current Series 7 and 66 licenses (or Series 63/65 with a condition to obtain Series 66 within 60 days)
• At least one year of experience in the investments industry, including investment training and product knowledge
• Minimum of one year in financial services or sales environment with goal achievement
• Strong relationship-building and communication skills
• Goal-oriented with ability to navigate and prioritize in a fast-paced environment
• Desire to learn, adapt, and deliver solutions for clients
• Ability to incorporate regulatory due diligence into daily operations

Desired Qualifications 🌟

• Proficiency in computer skills with multitasking capabilities
• Three or more years of experience in financial services or sales roles
• Professional designations such as CFP or CRPC
• Insurance licenses are a plus

Schedule & Skills ⏰

Schedule: Monday to Friday with rotating Saturdays

Skills:

• Account Management
• Advisory Services
• Client Experience & Branding
• Customer & Client Focus
• Effective Oral Communication
• Active Listening

Additional Information 🔔

Applicants must acknowledge that employment eligibility requirements are met prior to applying, including SAFE Act registration for mortgage-related roles.