Services Financial Solutions Advisor; Series 7 & 66

Job Overview

At Bank of America, the Life Services team guides beneficiaries through informed financial decisions when inheriting assets. Financial Solutions Advisors (FSAs) engage clients daily via phone to provide service and advice, identify broader product solutions, and build financial plans.

• Build financial plans and recommend brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Provide end-to-end client experience, managing finances of an assigned group of clients, enhancing client care, retention, and deepening client management of issues.
• Align Bank of America and Merrill offering models; collaborate with business partners when appropriate.
• Identify and engage potential new clients through referrals or financial center clientele.
• Mitigate and control risk as part of daily activities.
• Communicate clear expectations when establishing new relationships to create a smooth and streamlined experience.

• Series7 and
  66 licenses (or equivalent) required.
• Minimum 1–2 years of financial advisory or investment experience in the financial services industry or a sales environment where goals were met or exceeded.
• Passion for excellence, strong communication and confidence, ability to conduct meaningful consultative conversations to uncover client needs.
• Expert knowledge of internal and regulatory policies, procedures, and processes.

• Strong computer skills and ability to multitask in a fast‑paced environment.
• Bachelor’s degree in a business‑related discipline (preferred) or 1–2 years of relevant work experience.

• Account Management, Advisory, Client Experience
• Branding, Customer & Client Focus
• Oral Communications, Active Listening, Attention to Detail
• Client Solutions Advisory, Issue Management, Pipeline Management, Causation Analysis
• Client Management Policies, Procedures & Guidelines, Risk Management, Written Communications

Shift: 1st shift (United States). Hours per week: 40.

Location:

US – NJ – Pennington – 1400 American Blvd – Hopewell Bldg4 (NJ2140).

$65,000 – $85,000 annualized salary, eligibility for a formulaic incentive plan (monthly, quarterly, and/or annual). Specific incentives based on performance metrics.

Benefits eligible. Includes industry leading benefits, paid time off, resources and support.

Position subject to SAFE Act registration requirements; requires registration, background check and ongoing compliance. Failure to maintain registration may result in disciplinary action up to and including termination.