Bank of America
Financial Solutions Advisor - PBG Treasure Coast Market
Vero Beach +1 · Full-time · Posted Oct 23, 2026
- Location
- Vero Beach
Fort Pierce - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; three years in financial services and/or sales is preferred.
About the job
Provides financial advice and customized solutions, including financial plans and brokerage recommendations, to help clients meet their financial goals.
What you'll do
- Build financial plans using brokerage products and recommend banking and investment strategies aligned with client needs.
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
- Identify potential new clients, manage risk, and coach referral partners on client needs and possible solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; if missing Series 66, must pass the missing series within 60 days of an offer.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional designations such as CFP or CRPC, at least three years of relevant financial services and/or sales experience, or insurance licenses.
Model-written summary · the original posting is authoritative