Financial Solutions Advisor - San Marco Financial Center
On-site · Jacksonville, Florida, United States
Job Summary
Provide comprehensive financial advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads, making referrals to internal partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Requires completing required licenses and trainings; SAFE Act registration is applicable for residential loan mortgage originations. Shift is 1st shift with 40 hours per week in a Bank of America financial center setting, focusing on client interaction, advisory services, and risk management. Skills include advisory capabilities, client management, active listening, pipeline management, regulatory due diligence, and strong communication.
Required Qualifications
- Series 7
- Series 66 (63 & 65 in lieu of 66) or equivalent
- Investment industry experience
- Financial services sales experience
- Regulatory and due diligence understanding
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