Bank of America
Financial Solutions Advisor - Pinellas County Market
Weeki Wachee +2 · Full-time · Posted Jul 18, 2025
- Location
- Weeki Wachee
Largo
Trinity - Experience
- At least one year in the investment industry and at least one year in financial services and/or a sales environment where goals were met or exceeded. Three years in financial services and/or sales is desired.
About the job
Provides personalized financial advice and plans, recommends investment and banking solutions, and connects clients with appropriate internal partners to help meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests, refer clients to internal service providers, and develop potential new client relationships.
- Manage risk and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); specified conditional offer may be available for completing the missing series 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 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.
- Additional designations such as CFP or CRPC, at least three years of financial-services and/or sales experience, or insurance licenses.
Model-written summary · the original posting is authoritative