Bank of America
National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)
Jacksonville · Full-time · Posted Aug 4, 2026
- Experience
- 0–2 years in financial services and/or a metrics-based sales environment is desired.
- Education
- A bachelor’s degree is desired.
About the job
Provides financial advice to clients through a contact center, recommending investment, banking, and lending solutions and coordinating with Bank of America and Merrill partners.
What you'll do
- Assess client needs and recommend strategies and solutions to support financial goals.
- Conduct client reviews and presentations and provide ongoing client care.
- Collaborate with banking and investment partners to connect clients with relevant services.
What they ask for
- Series 7 and Series 66 or equivalent; if Series 66 is not held, it must be obtained within 90 days.
- Comfort with sales and building strong client relationships.
- Clear, confident client communication and productive collaboration.
- Ability to manage complexity, prioritize, adapt, and work efficiently in a fast-paced environment.
Nice to have
- Bachelor’s degree.
- Experience assessing client needs and recommending solutions; strong computer skills.
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