Life Services Financial Solutions Advisor

Responsibilities

• Provide financial advice and customized solutions to clients inheriting assets via a phone-based platform.
• Build comprehensive financial plans using brokerage products, including stocks, bonds, mutual funds, and annuities.
• Conduct meaningful, consultative conversations to uncover client needs and help them achieve long-term financial goals.
• Manage the end-to-end client experience, including issue resolution, research, and client retention.
• Triage client requests and make appropriate referrals to internal business partners based on asset thresholds.
• Mitigate and control risk by adhering to internal and regulatory policies, procedures, and processes.

Requirements

• Active Series 7 and Series 66 licenses (or ability to obtain Series 66 within 90 days).
• Minimum of 1-2 years of financial advisory or investment experience within the financial services industry.
• Proven experience in a sales environment where goals were consistently met or exceeded.
• Strong consultative communication skills and the ability to engage clients confidently.

Preferred Qualifications

• Bachelor's degree in a business-related discipline.
• Strong computer skills and the ability to multitask effectively in a fast-paced environment.

Benefits

• Industry-leading benefits including access to paid time off.
• Formulaic incentive plan eligibility based on performance against defined metrics.
• Resources and support focused on physical, emotional, and financial wellness.

About the Company

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We are committed to driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. We strive to be an inclusive workplace that attracts and develops exceptional talent while making a positive impact in the communities we serve.