Bank of America
Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL
Jacksonville · Full-time · Posted Aug 5, 2026
- Experience
- Minimum 1–2+ years; financial advisory or investment experience in financial services and/or a sales environment where goals were met or exceeded.
- Education
- Bachelor's degree (business related discipline strongly preferred), or 1–2 years relevant work experience.
About the job
Provides phone-based financial advice to beneficiaries and other clients, helping them understand inherited assets and meet financial goals through tailored investment and banking solutions.
What you'll do
- Manage an assigned group of clients, provide financial advice, and resolve client issues.
- Discuss client goals, recommend appropriate financial strategies and products, and refer clients to internal partners when needed.
- Apply regulatory and internal policies while managing risk and delivering a smooth client experience.
What they ask for
- Series 7 and Series 66 or equivalent; Series 66 must be obtained within 90 days if not held.
- At least 1–2+ years of financial advisory or investment experience in financial services and/or a sales environment where goals were met or exceeded.
- Ability to communicate effectively and hold consultative conversations to identify client needs and goals.
Nice to have
- Strong computer skills and ability to multitask in a fast-paced environment.
- Bachelor's degree (business-related discipline strongly preferred), or 1–2 years of relevant work experience.
Model-written summary · the original posting is authoritative