Financial Solutions Advisor - Jacksonville Market

Bank of America (GHR)

Jacksonville, Florida, USA
Financial planning and advice
Brokerage product recommendations
Client lead triaging
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage product recommendations
  • Client lead triaging
  • Referrals to business partners
  • Risk mitigation in daily activities

Nice-to-have

  • Building and nurturing relationships
  • Effective collaboration with others
  • Adapting to new information
  • Efficient time and capacity management
  • Thorough regulatory due diligence

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter