Life Services Financial Solutions Advisor (series 7 & 66 Required) - Charlotte, Nc

Bank of America

Charlotte, North Carolina, USA
Financial solutions advisory
Client relationship management
Investment and savings needs
The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets by developing client relationships and providing education

Job Summary

  • The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets by developing client relationships and providing education.
  • Financial Solutions Advisors collaborate with clients daily to provide service and advice via a phone-based platform, identifying broader product and service solutions.
  • Bank of America is committed to an in-office culture with opportunities to learn, grow, and make an impact.

Matching Summary

The Life Services team guides beneficiaries through making informed financial decisions when inheriting assets by developing client relationships and providing education.

Skills & Requirements

Must-have

  • Financial Solutions Advisory
  • Client Relationship Management
  • Investment and Savings Needs
  • Goals-based Conversations
  • Phone-based Client Service

Nice-to-have

  • Passion for excellence
  • Meaningful consultative conversations
  • Drive Responsible Growth
  • Inclusive workplace

Key Requirements

  • Series 7 and 66 required
  • 1-2+ years financial advisory experience
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter