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Services Financial Solutions Advisor; Series – Jacksonville, FL Jobs in Jacksonville, USA at Bank of America
Life Services Financial Solutions Advisor (Series 7 required) – Jacksonville, FL
Jacksonville, Florida
** To proceed with your application, you must be at least 18 years of age.*
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** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )
** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )
*
* Job Description:
*
* _At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day._
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The Life Services team is focused on guiding beneficiaries through making informed financial decisions when inheriting assets. By developing a relationship with the client, Financial Solutions Advisors can engage clients in goals-based conversations that provide education on inheriting assets while delivering solutions that lead to a promising financial future. The National Financial Solutions Advisors (FSAs) help clients and prospective clients with financial needs and goals that are most important to them.
Our Financial Solutions Advisors, collaborate with clients daily to provide service and advice to our existing U.S. clients via a phone-based platform.
With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship to create a smooth and streamlined experience.
+ Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening
+ Own management of client issues, research, and communication of resolution
+ Demonstrate expert knowledge of internal and regulatory policies, procedures, and processes
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* Required Qualifications:
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* + Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days).
+ Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceeded
+ Passion for excellence and willingness to work to exceed client expectations bycommunicating effectively and confidently while engaging all clients.
+ Ability to have, meaningful, consultative conversations with clients to uncover needs and help them towards achieving multiple life priorities and goals.
** Desired
Qualifications:
*
* + Strong computer skills with an ability to multitask in a fast-paced environment
+ Bachelor’s degree (business related discipline strongly preferred), or 1-2 years relevant work experience
** Enterprise
Job Description:
*
* This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging…
Title: Services Financial Solutions Advisor; Series – Jacksonville, FL
Company: Bank of America
Location: Jacksonville, USA
Category:
