Bank of America
Financial Solutions Advisor - Ponte Vedra Financial Center
Ponte Vedra Beach · Full-time · Posted Sep 22, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or sales; three years in financial services and/or sales is desired.
About the job
Provides financial advice and customized plans, recommends investment and banking solutions, and connects clients with appropriate internal partners to support their financial goals.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies aligned with client needs.
- Triage client requests, refer clients to internal partners, and develop potential new client relationships.
- Manage risk and coach referral partners on client needs and suitable services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates with one of Series 63 or 65 may receive an offer conditional on passing the missing exam 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 sales experience in an environment where goals were met or exceeded.
- Must complete SAFE Act registration, background check, and required licenses and training.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial-services and/or goal-based sales experience; additional designations (CFP and/or CRPC) or insurance licenses.
Model-written summary · the original posting is authoritative