Jacksonville Financial Solutions Advisor

Bank of America; Jacksonville (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America seeks a qualified financial advisor in Jacksonville, Florida to provide tailored financial advice and solutions to clients aiming to reach their financial goals. Responsibilities include triaging client leads, building financial plans, and mitigating risks.

The ideal candidate will hold Series 7 & 66 licenses (or equivalent), possess strong relationship-building skills, and have a solid background in the financial services industry. This position offers a full-time work schedule with a commitment to client success.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year experience in the investments industry.
• Experience in financial service industry/sales environment with goal achievement.
• Strong relationship-building skills.
• Effective communication and multitasking abilities.

Responsibilities

• Works with clients to plan their financial goals and recommends strategies.
• Triages client requests and makes referrals to service providers.
• Engages potential new clients and provides coaching to partners.
• Identifies client needs and manages risks effectively.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Education

Series 7 & 66 licenses

Professional designations such as Certified Financial Planner (CFP)

Job description

Bank of America seeks a qualified financial advisor in Jacksonville, Florida to provide tailored financial advice and solutions to clients aiming to reach their financial goals. Responsibilities include triaging client leads, building financial plans, and mitigating risks.

The ideal candidate will hold Series 7 & 66 licenses (or equivalent), possess strong relationship-building skills, and have a solid background in the financial services industry. This position offers a full-time work schedule with a commitment to client success.