National Financial Solutions Advisor I (hunt Valley, Md) Series 7 Required

Bank of America

Hunt Valley, MD, US
Base: $65,000.00 - $85,000.00 annualized; bonus/eq...
Series 7 license required
Series 66 license within 90 days
Comfortable in sales role
The role involves providing end-to-end comprehensive advice and recommending strategies to help clients achieve their financial goals through a contact center environment

Job Summary

  • The role involves providing end-to-end comprehensive advice and recommending strategies to help clients achieve their financial goals through a contact center environment.
  • Employees receive world-class training, one-on-one coaching from Academy managers, and access to dedicated programs to support career advancement.
  • The position offers unlimited potential for financial growth with formulaic incentives based on performance against defined metrics.

Matching Summary

The role involves providing end-to-end comprehensive advice and recommending strategies to help clients achieve their financial goals through a contact center environment.

Salary

Base: $65,000.00 - $85,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 license within 90 days
  • Comfortable in sales role
  • Consultative approach with clients
  • Regulatory due diligence execution

Nice-to-have

  • Bachelor's degree preferred
  • 0-2 years financial service experience
  • Strong computer multitasking skills
  • Ability to adapt to new information
  • Commitment to responsible growth culture

Key Requirements

  • Series 7 certification mandatory
  • Series 66 certification within 90 days
  • Bachelor's degree preferred
  • 0-2 years industry experience
  • Sales environment background

Work Rights

Not specified

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