Financial Solutions Advisor – Eastern Long Island (Bilingual Spanish)

About the role

Bank of America is seeking a Financial Solutions Advisor for the Eastern Long Island market. This role focuses on delivering personalized financial advice and brokerage solutions to help clients meet both short‑term and long‑term goals. Bilingual Spanish proficiency is required to serve our diverse client base.

Key responsibilities

• Triaging client leads and referring them to appropriate internal partners based on asset thresholds.
• Meeting with clients to assess financial and investment objectives and develop comprehensive financial plans.
• Recommending brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
• Identifying and engaging potential new clients through referrals and existing center clientele.
• Mitigating risk and ensuring compliance with SAFE Act registration requirements.

Required profile

• Current Series 7 license.
• Series 66 license (or Series 63/65 with a passing score on the 66 exam).
• Ability to register and remain in good standing under the SAFE Act.
• Strong knowledge of banking and investment strategies.

Required skills

• Bilingual Spanish proficiency.