Financial Solutions Advisor – Eastern Long Island Market (Bi-Lingual Spanish Req
Bank of America, Riverhead, NY, United States
Financial Solutions Advisor – Eastern Long Island Market (Bi-Lingual Spanish Required)
Patchogue, New York; East Hampton, New York; Riverhead, New York
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Overview This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Employees are required to register and meet SAFE Act requirements, maintaining good standing and completing required licenses and training.
Responsibilities
Work with clients to plan short and long‑term financial goals by building a financial plan with brokerage products—including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommend banking and investment strategies that align with client financial goals and needs.
Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
Mitigate and control risk as part of daily activities.
Identify and engage potential new clients through referrals or financial center clientele.
Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services.
Required Qualifications
Currently holds Series 7 and Series 66 (or Series 63 and 65 in lieu of 66); if Series 66 is not held, a condition of a passing score within 60 days is required.
Has at least one year of experience in the investments industry, including training and deep knowledge of investment products and services.
Has at least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.
Loves to learn, adapts to new information, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
Bi‑Lingual Spanish Required.
Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment.
At least three years of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
Achievement of additional professional designations such as CFP and/or CRPC.
Obtained insurance licenses.
Schedule
Monday – Fridays and rotating Saturdays.
Shift 1st shift (United States of America)
Hours Per Week 40
Skills
Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications
Equal Employment Opportunity Statement Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with applicable federal, state, provincial, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.
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Patchogue, New York; East Hampton, New York; Riverhead, New York
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Overview This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Employees are required to register and meet SAFE Act requirements, maintaining good standing and completing required licenses and training.
Responsibilities
Work with clients to plan short and long‑term financial goals by building a financial plan with brokerage products—including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommend banking and investment strategies that align with client financial goals and needs.
Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
Mitigate and control risk as part of daily activities.
Identify and engage potential new clients through referrals or financial center clientele.
Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services.
Required Qualifications
Currently holds Series 7 and Series 66 (or Series 63 and 65 in lieu of 66); if Series 66 is not held, a condition of a passing score within 60 days is required.
Has at least one year of experience in the investments industry, including training and deep knowledge of investment products and services.
Has at least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.
Loves to learn, adapts to new information, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
Bi‑Lingual Spanish Required.
Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment.
At least three years of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
Achievement of additional professional designations such as CFP and/or CRPC.
Obtained insurance licenses.
Schedule
Monday – Fridays and rotating Saturdays.
Shift 1st shift (United States of America)
Hours Per Week 40
Skills
Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications
Equal Employment Opportunity Statement Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with applicable federal, state, provincial, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.
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