Financial Solutions Advisor - Jacksonville Market

Bank of America

Jacksonville, Florida, United States
Not specified; not specified; competitive benefits...
Series 7 license required
Series 66 or 63/65 license required
Investment industry experience
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • The position involves triaging client leads, making referrals based on asset thresholds, and recommending brokerage products like stocks and bonds.

Matching Summary

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

Salary

Not specified; Not specified; Competitive benefits offered

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • Investment industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • CFP or CRPC designation preferred
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Relationship building capabilities
  • Adaptability to new information

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • At least one year in investments industry
  • At least one year in financial service sales
  • SAFE Act registration and background check
  • Ability to meet or exceed sales goals

Work Rights

Not specified

Tailored Resume

Cover Letter