National Financial Solutions Advisor I (Hunt Valley, MD) Series 7 Required
$65,000–$85,000 year
On-site · Hunt Valley, Maryland, United States
Job Summary
National Financial Solutions Advisor I (NFSA I) at Bank of America in Hunt Valley, MD, is a client-facing adviser role developed through comprehensive training and onboarding. The position emphasizes providing end-to-end comprehensive financial guidance across investment, banking, and lending solutions, building and maintaining client relationships, delivering client reviews/presentations, and collaborating with core banking and investment partners to meet clients’ financial goals. The role includes training and ongoing professional development, with opportunities for advancement within Bank of America and Merrill. Required qualifications include Series 7 and Series 66 (or equivalent, with Series 66 within 90 days) and a bachelor’s degree preferred; 0-2 years of experience in financial services or a metrics-based sales environment is noted as desirable. The role promises a structured career path, supportive marketing, and a focus on helping clients achieve their life priorities through a defined consultative approach, while maintaining compliance and due diligence in client interactions.
Required Qualifications
- Series 7
- Series 66 or equivalent
- Bachelor’s degree
- comfortable in a sales role
- strong client relationship skills
- clear and confident communication
- team collaboration
- time management
- regulatory due diligence
Desired Qualifications
- Series 7
- Series 66 or equivalent
- Bachelor’s degree (preferred)
- 0-2 years experience in financial services or a metrics-based sales environment (preferred)
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