Bank of America
Life Services Financial Solutions Advisor (Series 7 & 66 required)
$65K–$85K
Hunt Valley · Full-time · Posted Oct 22, 2025
- Experience
- Minimum of 1–2+ years; financial advisory or investment experience in financial services and/or sales experience where goals were met or exceeded.
- Education
- Bachelor’s degree (business-related discipline strongly preferred), or 1–2 years relevant work experience.
About the job
Provides phone-based financial advice to beneficiaries and other clients, helping them understand inherited assets, plan financial goals, and choose suitable banking and investment solutions.
What you'll do
- Manage client relationships and provide financial advice, planning, and brokerage product recommendations.
- Resolve client issues and refer clients to internal partners based on their needs and asset thresholds.
- Apply regulatory and internal policies while managing risk and supporting client retention.
What they ask for
- Series 7 and Series 66 or equivalent.
- At least 1–2+ years of financial advisory or investment experience in financial services, and/or sales experience where goals were met or exceeded.
- Ability to communicate effectively and hold consultative conversations to identify client needs and goals.
Nice to have
- Strong computer skills and ability to multitask in a fast-paced environment.
- Bachelor’s degree in a business-related discipline, or 1–2 years of relevant work experience.
Pay
$65,000.00 - $85,000.00 annualized salary (base salary)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative