Life Services Financial Solutions Advisor (series 7 & 66 Required)

Bank of America

Hunt Valley, Maryland, USA
$65,000.00 - $85,000.00 annualized salary; formula...
Financial advisory experience
Investment experience
Client-facing role
The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets by developing relationships and providing education

Job Summary

  • The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets by developing relationships and providing education.
  • Financial Solutions Advisors collaborate with clients daily to provide service and advice via a phone-based platform, identifying solutions for investment and savings needs.
  • This role offers industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to sustainable business growth.

Matching Summary

The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets by developing relationships and providing education.

Salary

$65,000.00 - $85,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • financial advisory experience
  • investment experience
  • client-facing role
  • phone-based client service
  • financial planning

Nice-to-have

  • passion for excellence
  • meaningful consultative conversations
  • collaboration with business partners
  • client experience branding
  • customer and client focus

Key Requirements

  • Series 7 and 66 required
  • 1-2+ years financial advisory experience
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter