What’s Bank of America like in terms of their business, the role, and the work culture?

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.

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.

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.

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.

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!