Life Services Financial Solutions Advisor (series 7 Required) - Charlotte, Nc

Bank of America

Charlotte, NC, US
Not specified; not specified; not specified
Series 7 license required
Series 66 or equivalent within 90 days
1-2+ years financial advisory experience
The role focuses on guiding beneficiaries through informed financial decisions when inheriting assets

Job Summary

  • The role focuses on guiding beneficiaries through informed financial decisions when inheriting assets.
  • Financial Solutions Advisors collaborate daily to provide service and advice to existing U.S. clients via a phone-based platform.
  • The position requires managing the end-to-end client experience, including risk mitigation and regulatory compliance.

Matching Summary

The role focuses on guiding beneficiaries through informed financial decisions when inheriting assets.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or equivalent within 90 days
  • 1-2+ years financial advisory experience
  • Consultative sales conversations
  • Phone-based client engagement

Nice-to-have

  • Bachelor's degree in business
  • Strong computer multitasking skills
  • Passion for exceeding client expectations
  • Experience with brokerage products
  • Knowledge of investment markets

Key Requirements

  • Series 7 license (mandatory)
  • Series 66 license (within 90 days if not held)
  • Minimum 1-2 years financial advisory experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter