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

Bank of America

Hunt Valley, MD, US
$65,000.00 - $85,000.00 annualized salary; formula...
On-site
Series 7 license
Sales role comfort
Clear client communication
Bank of America is seeking a National Financial Solutions Advisor I for their Hunt Valley, MD location, focusing on building client relationships and providing tailored financial advice. The role requires candidates to be comfortable in a sales environment, possess a Series 7 license, and have strong communication skills

Job Summary

  • Leverage Bank of America and Merrill offerings to provide advice and solutions including investment, banking, and lending.
  • Receive world-class training, one-on-one coaching, and ongoing professional development to build a successful career.
  • Build a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.

Matching Summary

Match Score: 85

Bank of America is seeking a National Financial Solutions Advisor I for their Hunt Valley, MD location, focusing on building client relationships and providing tailored financial advice. The role requires candidates to be comfortable in a sales environment, possess a Series 7 license, and have strong communication skills.

Salary

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

Skills & Requirements

Must-have

  • Series 7 license
  • Sales role comfort
  • Clear client communication
  • Collaborative work environment
  • Fast-paced execution

Nice-to-have

  • Client needs assessment
  • Relationship building experience
  • Strong computer multitasking skills

Key Requirements

  • Series 7, and 66 or equivalent
  • Series 66 must be obtained within 90 days
  • Bachelor's degree and 0-2 years experience
  • Financial service industry experience
  • Metrics-based sales environment experience

Work Rights

Not specified

Tailored Resume

Cover Letter