Bank of America
Financial Solutions Advisor - Lakeland FL
Lakeland +1 · Full-time · Posted Sep 3, 2025
- Location
- Lakeland
Winter Haven - 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 clients with financial plans and tailored banking and investment recommendations to help them meet their financial goals.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with client needs.
- Triages client requests and refers clients to appropriate internal service providers based on needs and asset thresholds.
- Identifies prospective clients 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 63 and 65); applicants with only Series 63 or 65 may obtain the missing license 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 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, additional designations such as CFP or CRPC, or insurance licenses.
Model-written summary · the original posting is authoritative