Bank of America
Financial Solutions Advisor Consumer Investments - Lakeland, FL Area
Lakeland +1 · Full-time · Posted Oct 7, 2026
- Location
- Lakeland
Plant City - 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: three or more years in the latter.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment solutions, develops financial plans, recommends products, and refers clients to internal partners based on their needs.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with clients’ goals.
- Triages client requests and refers clients to appropriate internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 instead of Series 66.
- At least one year of investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial services and/or sales experience where goals were met or exceeded.
- 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 in financial services and/or goal-based sales; additional professional designations (CFP and/or CRPC) or insurance licenses.
Model-written summary · the original posting is authoritative