worxform.us@gmail.com
I’m Ms. Smith, currently looking for a job. I’d like to ask Dr. Job about the Life Services Financial Solutions Advisor (Series 7 & 66 required) position at Bank of America.
What does a Life Services Financial Solutions Advisor do at Bank of America?
Well, a Life Services Financial Solutions Advisor helps clients navigate financial decisions when they inherit assets. They build relationships with clients, have conversations about their financial goals, and provide education on managing those assets to ensure a bright financial future.
What qualifications do I need to apply for this position?
You’ll need to have your Series 7 and 66 licenses, plus at least 1-2 years of experience in financial advisory or a sales environment. It’s all about having a passion for helping clients and being able to communicate effectively.
Is there any specific experience that would be helpful for this role?
Absolutely! Experience in the financial services industry is a big plus, especially if you’ve met or exceeded sales goals before. It helps if you’re comfortable having meaningful conversations with clients to uncover their needs.
What kind of work environment can I expect at Bank of America?
You’ll be working in an office-based culture, but they also offer some flexibility depending on your role. They really focus on being a great place to work, promoting inclusivity, and supporting their employees’ well-being.
Are there any preferred qualifications for this job?
Yes, having strong computer skills and the ability to multitask in a fast-paced environment is desired. A bachelor’s degree in a business-related field is also preferred, but relevant work experience can work in your favor too!
Thank you, Dr. Job. I will review the details.
Company Information
Company: Bank of America
Industry: Banking / Financial Services
Location: Hunt Valley, MD
Source: The Muse (12/22/2025)