Life Services Financial Solutions Advisor (series 7 Required) - Charlotte, Nc

Bank of America Merrill Lynch

Charlotte, NC, US
Not specified; not specified; not specified
Series 7 license required
Series 66 or equivalent within 90 days
1-2+ years financial advisory experience
The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets

Job Summary

  • The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets.
  • Financial Solutions Advisors collaborate daily with clients via a phone-based platform to provide service and advice.
  • The role requires managing the end-to-end client experience while identifying broader product solutions for investment and savings needs.

Matching Summary

The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Bachelor's degree in business discipline
  • Strong computer multitasking skills
  • Passion for exceeding client expectations
  • Experience with brokerage products
  • Ability to build financial plans

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
  • U.S. client base management

Work Rights

Not specified

Tailored Resume

Cover Letter