Bank of America
Financial Solutions Advisor - Naples Market
Naples · Full-time · Posted Sep 25, 2026
- 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: at least three years in financial services and/or such a 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
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal service providers, and engage potential new clients.
- Manage risk and provide coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65; a missing Series 66 may be earned within 60 days if the applicant holds Series 63 or 65.
- 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 goal-based sales experience.
- SAFE Act registration, including the required background check and registration process.
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; additional designations or insurance licenses are also desired.
Model-written summary · the original posting is authoritative