Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL
About this role
Job title: Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL
About the Role
Bank of America Life Services Financial Solutions Advisors provide comprehensive financial guidance to clients, helping them achieve goals by planning with brokerage products and banking solutions. This role focuses on educating clients about inheriting assets, delivering tailored advice over the phone, and coordinating with partners to meet client needs while ensuring regulatory compliance.
What You'll Do
- Work with clients to plan short- and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management solutions.
- Recommends banking and investments strategies that align with client financial goals and needs.
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