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

Bank of America Merrill Lynch

Hunt Valley, MD, US
Base: $65,000.00 - $85,000.00 annualized; bonus: f...
In-office
Series 7 and series 66 licenses required
1-2+ years financial advisory experience
Phone-based client engagement skills
Bank of America Merrill Lynch is seeking a Life Services Financial Solutions Advisor to guide clients in making informed financial decisions regarding inherited assets. The ideal candidate should have relevant financial advisory experience and the necessary licenses, with a focus on delivering excellent client experiences

Job Summary

  • The Life Services team guides beneficiaries through informed financial decisions when inheriting assets.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • The role offers industry-leading benefits including paid time off and resources for employee wellness.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Life Services Financial Solutions Advisor to guide clients in making informed financial decisions regarding inherited assets. The ideal candidate should have relevant financial advisory experience and the necessary licenses, with a focus on delivering excellent client experiences.

Salary

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

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • 1-2+ years financial advisory experience
  • Phone-based client engagement skills

Nice-to-have

  • Bachelor's degree in business discipline
  • Strong computer multitasking abilities
  • Passion for exceeding client expectations

Key Requirements

  • Series 7 license
  • Series 66 license or equivalent
  • Minimum 1-2 years investment experience
  • SAFE Act registration compliance

Work Rights

Not specified

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