Bank of America
Financial Solutions Advisor Consumer Investments - Bradenton, FL Area
Bradenton +1 · Full-time · Posted Oct 7, 2026
- Location
- Bradenton
Palmetto - Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment where goals were met or exceeded.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial and investment advice, builds plans, recommends products, and refers clients to appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests, refer clients based on needs and asset thresholds, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential product recommendations.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- 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 experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three or more years of financial-services and/or goal-based sales experience; CFP and/or CRPC designation or insurance licenses.
Model-written summary · the original posting is authoritative