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
• Triage client requests and make referrals to appropriate internal service providers based on asset thresholds
• Manage the end-to-end client experience, including issue resolution, research, and communication
• Mitigate and control risk as part of daily activities in alignment with regulatory policies

Requirements

• Series 7 license is required
• Series 66 license or the ability to obtain it within 90 days of hire
• Minimum of 1-2+ years of financial advisory or investment experience in the financial services industry
• Proven experience in a sales environment where goals were met or exceeded
• Strong ability to communicate effectively and confidently with clients

Preferred Qualifications

• Bachelor's degree in a business-related discipline
• 1-2 years of relevant professional work experience
• Strong computer skills with the ability to multitask in a fast-paced environment

Benefits

• Competitive annualized salary and formulaic incentive plan eligibility
• Industry-leading benefits and access to paid time off
• Support for physical, emotional, and financial wellness
• Opportunities for professional learning and career growth

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 exceptional talent and supports the well-being of our employees.