Life Services Financial Solutions Advisor (series 7 Required) - Lincoln, Ri

Bank of America

Lincoln, RI, US
Base: $65,000.00 - $85,000.00 annualized; bonus: f...
Series 7 license required
Series 66 or equivalent within 90 days
1-2 years financial advisory experience
The role focuses on guiding beneficiaries through informed financial decisions when inheriting assets

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.
  • Bank of America is committed to an in-office culture with specific attendance requirements.

Matching Summary

The role focuses on guiding beneficiaries through informed financial decisions when inheriting assets.

Salary

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

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or equivalent within 90 days
  • 1-2 years financial advisory experience
  • Consultative sales approach
  • Phone-based client engagement

Nice-to-have

  • Bachelor's degree in business
  • Strong computer multitasking skills
  • Passion for exceeding client expectations
  • Experience with banking products
  • Ability to build long-term relationships

Key Requirements

  • Series 7 license (mandatory)
  • Series 66 license (within 90 days if not held)
  • Minimum 1-2 years financial advisory experience
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter