Bank of America
Financial Solutions Advisor - Center Gate
Sarasota · Full-time · Posted Aug 1, 2025
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded. Desired: at least three years in financial services and/or such a sales environment.
About the job
Provides financial advice and customized solutions, including financial plans and brokerage product recommendations, to help clients meet their financial goals.
What you'll do
- Builds financial plans and recommends banking and investment strategies and products aligned with client needs.
- Triages client requests, refers clients to appropriate internal partners, and engages potential new clients.
- Manages risk and coaches referral partners on client needs and potential product services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65 with the missing series passed within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales-environment experience.
- Effective communication, relationship-building, collaboration, goal management, and regulatory due diligence.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial-services and/or goal-based sales experience; CFP or CRPC designation and insurance licenses are also desired.
Model-written summary · the original posting is authoritative