Life Services Financial Advisor: Inheritance & Investments

Bank of America; Jacksonville (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in Jacksonville, FL, is hiring Financial Solutions Advisors to guide clients through goals-based planning and educate them on investing and asset inheritance. This role delivers personalized financial solutions to U.S.

clients via a phone-based platform while aligning with product offerings and regulatory requirements. You will build financial plans, discuss brokerage products, and triage client needs, with licensing progress (Series 7 and 66) and strong client communication.

Qualifications

• Series 7 and 66 or equivalent; if not held, 66 must be obtained within 90 days.
• 1–2+ years financial advisory or investment experience in financial services or sales.
• Ability to engage in consultative conversations to uncover client needs and goals.

Responsibilities

• Plan clients' short- and long-term financial goals by building financial plans with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and manage risk as part of daily activities.

Skills

Account Management

Advisory Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

Bachelor's degree

Job description

Bank of America in Jacksonville, FL, is hiring Financial Solutions Advisors to guide clients through goals-based planning and educate them on investing and asset inheritance. This role delivers personalized financial solutions to U.S.

clients via a phone-based platform while aligning with product offerings and regulatory requirements. You will build financial plans, discuss brokerage products, and triage client needs, with licensing progress (Series 7 and 66) and strong client communication.