Life Services Financial Solutions Advisor (series 7 & 66 Required) - Jacksonville, Fl

Bank of America

Jacksonville, Fl, USA
Financial solutions advisor
Client relationship management
Investment and savings needs
The Life Services team is focused on guiding beneficiaries through making informed financial decisions when inheriting assets

Job Summary

  • The Life Services team is focused on guiding beneficiaries through making informed financial decisions when inheriting assets.
  • Financial Solutions Advisors collaborate with clients daily to provide service and advice to our existing U.S. clients via a phone-based platform.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

The Life Services team is focused on guiding beneficiaries through making informed financial decisions when inheriting assets.

Skills & Requirements

Must-have

  • Financial Solutions Advisor
  • Client Relationship Management
  • Investment and Savings Needs
  • Goals-based Conversations
  • Phone-based Platform

Nice-to-have

  • Passion for excellence
  • Meaningful consultative conversations
  • Making financial lives better
  • Inclusive workplace

Key Requirements

  • Series 7 and 66 required
  • 1-2+ years financial advisory experience
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter