Financial Solutions Advisor – Eastern Long Island (Spanish Bilingual)

About the role

Bank of America is seeking a Financial Solutions Advisor to serve clients in the Eastern Long Island market. This role provides comprehensive financial advice, builds customized plans, and recommends brokerage and banking products. Bilingual Spanish ability is required to serve a diverse client base.

Key responsibilities

• Triages client leads and refers them to appropriate internal partners based on asset thresholds.
• Meets with clients to assess short‑ and long‑term financial goals and develops tailored financial plans.
• Recommends brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
• Mitigates risk and ensures compliance with SAFE Act registration requirements.
• Identifies and engages potential new clients through referrals and existing center clientele.
• Provides coaching and feedback to referral partners based on client needs.

Required profile

• Current Series 7 license.
• Series 66 license (or Series 63/65 with a passing score on the 66 exam).
• Ability to obtain and maintain SAFE Act registration and pass background checks.
• Strong knowledge of financial planning, investment products, and risk management.

Required skills