Bank of America

Consumer Investments Financial Solutions Advisor

Bank of America
50 N Laura St, Jacksonville, FL 32202, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

From day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

Where is this job?
This job is located at 50 N Laura St, Jacksonville, FL 32202, USA
Job Qualifications

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.

  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

  • Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) a plus

Required Skills

  • Customer Relationship Management

  • MS Excel

  • MS Word

  • Time Management Skills

  • Data analysis and presentation skills

Soft Skills

  • Verbal communication

  • Prioritizing skills

  • written communication

  • Results-Driven

  • Detail oriented and highly organized

  • Process Oriented

Compensation

According to JobzMall, the average salary range for a Consumer Investments Financial Solutions Advisor in 50 N Laura St, Jacksonville, FL 32202, USA is $60,000 to $100,000 per year. The exact salary will depend on a variety of factors, such as job experience, education, industry, and location.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 27th, 2021
Apply BeforeMay 10th, 2026
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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