Financial Solutions Advisor - Jacksonville Market

Bank of America Merrill Lynch

Jacksonville, United States
Not specified; not specified; competitive benefits...
Series 7 license required
Series 66 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 complete required licenses and trainings, including SAFE Act registration for mortgage originations.
  • The position involves triaging client leads, making referrals based on asset thresholds, and mitigating risk in daily activities.

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 license required
  • Investment industry experience
  • Client relationship building
  • Financial planning skills

Nice-to-have

  • CFP or CRPC designation preferred
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales experience
  • Adaptable to new information

Key Requirements

  • Current Series 7 & 66 licenses
  • One year investments industry experience
  • One year financial service sales experience
  • SAFE Act registration compliance
  • Passing score within 60 days if missing Series 66

Work Rights

Not specified

Tailored Resume

Cover Letter