In-office with some flexibility based on role-specific considerations.
Series 7 license required
Series 66 or equivalent within 90 days
1-2+ years financial advisory experience
Bank of America Merrill Lynch is seeking a Life Services Financial Solutions Advisor to guide clients in making informed financial decisions related to inheriting assets. The ideal candidate should have at least 1-2 years of financial advisory experience and be able to communicate effectively with clients to help them achieve their financial goals
Job Summary
The role focuses on guiding beneficiaries through informed financial decisions when inheriting assets.
Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
The position requires managing an end-to-end client experience while providing customized investment solutions.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Life Services Financial Solutions Advisor to guide clients in making informed financial decisions related to inheriting assets. The ideal candidate should have at least 1-2 years of financial advisory experience and be able to communicate effectively with clients to help them achieve their financial goals.
Salary
Base: $65,000.00 - $85,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off