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

Bank of America Merrill Lynch

Hunt Valley, MD, US
Base: $65,000.00 - $85,000.00 annualized; bonus: f...
Not specified
Series 7 license required
Series 66 license within 90 days
Sales role comfort level
Bank of America Merrill Lynch is seeking a National Financial Solutions Advisor I in Hunt Valley, MD. The role focuses on building relationships with clients to help them achieve financial goals through investment, banking, and lending advice, requiring Series 7 and 66 licenses

Job Summary

  • This role involves providing comprehensive financial advice on investment, banking, and lending solutions to clients via a contact center.
  • Employees receive world-class training and one-on-one coaching from Academy managers to build a successful long-term career.
  • The position offers unlimited potential for financial growth with industry-leading products, services, and robust marketing support.

Matching Summary

Match Score: 75

Bank of America Merrill Lynch is seeking a National Financial Solutions Advisor I in Hunt Valley, MD. The role focuses on building relationships with clients to help them achieve financial goals through investment, banking, and lending advice, requiring Series 7 and 66 licenses.

Salary

Base: $65,000.00 - $85,000.00 annualized; Bonus: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 license within 90 days
  • Sales role comfort level
  • Consultative approach to clients
  • Investment banking lending solutions

Nice-to-have

  • Bachelor's degree preferred
  • Metrics-based sales experience
  • Strong computer multitasking skills
  • Diverse client background adaptability
  • Commitment to responsible growth culture

Key Requirements

  • Series 7 certification mandatory
  • Series 66 certification within 90 days
  • 0-2 years financial service experience
  • Bachelor's degree preferred
  • US work authorization required

Work Rights

Not specified

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