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Life & Inheritance Financial Solutions Specialist
Job in
Riverside, Montgomery County, Ohio, USA
Listed on 2026-08-21
Listing for:
Bank of America
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor to guide clients through financial decisions and asset inheritance planning via a phone-based platform. You will deliver education on investments, align solutions with client goals, and collaborate with partners to ensure a smooth client experience.
Role requires securities licenses (Series 7 and 66 or equivalent) and 1–2+ years in financial advisory or sales, with a focus on exceptional client service and consultative conversations to
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