Bank of America
Financial Solutions Advisor - Participant Services (Series 7 required)
Jacksonville · Full-time · Posted Oct 4, 2026
About the job
Provides financial education, guidance, and customized investment solutions to Merrill 401(k) and equity-plan participants through a contact center, while developing client relationships and making referrals.
What you'll do
- Discuss participants’ financial goals and investment needs, and provide education and guidance.
- Recommend financial strategies and brokerage products aligned with client needs; build financial plans.
- Triage requests, refer clients to appropriate partners, and manage risk.
What they ask for
- Series 7 license.
- Series 66 or equivalent; if not currently held, Series 66 must be obtained within 90 days.
- Strong computer skills and ability to multitask in a fast-paced environment.
- Passion for excellence and willingness to exceed client expectations.
Tools
Series 7, Series 66
Model-written summary · the original posting is authoritative