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

Bank of America

Hunt Valley, MD, US
Base: $65,000.00 - $85,000.00 annualized; bonus/eq...
In-office
Series 7 and series 66 licenses required
1-2+ years financial advisory experience
Consultative sales and client engagement skills
Bank of America is seeking a Life Services Financial Solutions Advisor in Hunt Valley, MD, to provide financial guidance to beneficiaries inheriting assets. The ideal candidate will have a Series 7 and 66 license, along with experience in financial advisory or sales, and a passion for client engagement

Job Summary

  • The Life Services team guides beneficiaries through informed financial decisions when inheriting assets.
  • Financial Solutions Advisors collaborate with clients daily via a phone-based platform to provide service and advice.
  • This role is eligible for a formulaic incentive plan based on performance against defined metrics.

Matching Summary

Match Score: 85

Bank of America is seeking a Life Services Financial Solutions Advisor in Hunt Valley, MD, to provide financial guidance to beneficiaries inheriting assets. The ideal candidate will have a Series 7 and 66 license, along with experience in financial advisory or sales, and a passion for client engagement.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Bachelor's degree in business discipline
  • Strong computer and multitasking abilities
  • Passion for excellence and client care

Key Requirements

  • Series 7 license
  • Series 66 license or equivalent
  • Minimum 1-2 years financial advisory experience
  • SAFE Act registration eligibility

Work Rights

Not specified

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