Life Services Financial Solutions Advisor

Bank of America

Bank of America

Accounting & Finance
Chandler, AZ, USA · United States · Remote
Posted on Wednesday, June 5, 2024

Job Description:

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 deepening
  • Own management of client issues, research, and communication of resolution
  • Demonstrate expert knowledge of internal and regulatory policies, procedures, and processes

What are we looking for?

  • Candidate must currently be in a Senior Investment Specialist-ADV role (job code BQ240) to be considered for this opening
  • Series 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 exceeded
  • Passion 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 environment

  • Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience

Enterprise Job Description: Financial Solutions Advisors (FSAs) are phone-based licensed advisors (series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary actions up to and including termination.


1st shift (United States of America)

Hours Per Week: