Strategic Financial Solutions Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-19
Listing for:
Bank of America
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Solutions Advisor in the New York area to provide tailored financial advice and investment solutions to clients. The ideal candidate will have a solid background in the financial services industry and relevant licenses including Series 7 and 66. Responsibilities include building financial plans, working with clients to achieve financial goals, and providing solutions through brokerage products.
The role emphasizes risk management and requires strong communication skills.
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