Life Services Financial Solutions Advisor (Series 7 & 66 required)

Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!The Life Services team is focused on guiding beneficiaries through making informed financial decisions when inheriting assets. By developing a relationship with the client, Financial Solutions Advisors can engage clients in goals-based conversations that provide education on inheriting assets while delivering solutions that lead to a promising financial future. The National Financial Solutions Advisors (FSAs) help clients and prospective clients with financial needs and goals that are most important to them. Our Financial Solutions Advisors, collaborate with clients daily to provide service and advice to our existing U.S.

clients via a phone-based platform. With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship to create a smooth and streamlined experience.Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepeningOwn management of client issues, research, and communication of resolutionDemonstrate expert knowledge of internal and regulatory policies, procedures, and processesSeries 7, and 66 or equivalent (required)Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceededPassion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients.Ability to have, meaningful, consultative conversations with clients to uncover needs and help them towards achieving multiple life priorities and goals.Strong computer skills with an ability to multitask in a fast-paced environmentBachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experienceResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedAccount ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency details US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031)Pay and benefits informationPay range$65,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan.

Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.