Bank of America
Financial Solutions Advisor - Ft Myers-Naples Market
Naples +1 · Full-time · Posted Aug 7, 2025
- Location
- Naples
Fort Myers - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment; desired: at least three years in financial services and/or a goal-based sales environment.
About the job
Provides financial advice and customized plans, recommends banking and investment strategies, and connects clients with appropriate internal partners.
What you'll do
- Builds financial plans using brokerage products and banking or money-managed solutions to address clients’ short- and long-term goals.
- Recommends strategies aligned with client needs, triages requests, and refers clients to internal service providers.
- Identifies potential clients, manages risk, and coaches referral partners on client needs and possible services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates with only Series 63 or 65 may receive an offer contingent 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.
- Additional professional designations such as CFP or CRPC, and/or insurance licenses.
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative