Bank of America
Financial Solutions Advisor - Consumer Investments - Vero Beach Market
Vero Beach · Full-time · Posted May 28, 2025
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; desired: at least three years in financial services and/or sales.
About the job
Provides investment and financial planning advice to clients, recommends brokerage and banking solutions, and connects clients with internal partners based on their needs.
What you'll do
- Builds financial plans and recommends investment strategies and products aligned with clients’ goals.
- Triages client requests and refers clients to appropriate internal service providers based on needs and asset thresholds.
- Identifies potential new clients and coaches referral partners on client needs and recommended services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates with only one of Series 63 or 65 may receive an offer conditional on passing the missing exam within 60 days.
- 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 sales-environment experience where goals were met or exceeded.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial-services and/or sales experience; CFP or CRPC designation and insurance licenses are also desired.
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative