Bank of America
Life Services Financial Solutions Advisor (Series 7 & 66 required)
$65K–$85K
Pennington · Full-time · Posted Dec 23, 2025
- Experience
- Minimum of 1–2+ years; financial advisory or investment experience in financial services and/or a sales environment 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 plan financial goals, understand inherited assets, and select suitable banking and investment solutions.
What you'll do
- Manage the end-to-end client experience, provide financial advice, and address client issues through resolution.
- Build financial plans and recommend banking and investment strategies and brokerage products aligned with client goals.
- Triage requests, refer clients to appropriate business partners, and manage risk.
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 a sales environment where goals were met or exceeded.
- Ability to communicate effectively and hold consultative client conversations to uncover needs and goals.
Nice to have
- Strong computer skills and ability to multitask in a fast-paced environment.
- Bachelor's degree (business-related discipline strongly preferred), 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