Participant Services Financial Solutions Advisor
Listed on 2026-10-08
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Financial Services
Bank of America’s Merrill Participant Services is seeking a Financial Solutions Advisor to engage 401(k) and Equity Plan participants in goals-based conversations, providing education and guidance in a contact center setting. You will help participants navigate markets and investments while delivering service that strengthens relationships.
Applicants should have Series 7 and 66 (or 66 within 90 days), a client-focused mindset, and the ability to learn complex material quickly in a fast-paced
Step into the Participant Services Financial Solutions Advisor role at Bank of America in Jacksonville, FL, United States and grow with us.
We would love to welcome a new Participant Services Financial Solutions Advisor to our team in Jacksonville, FL, United States.
For the Participant Services Financial Solutions Advisor position at Bank of America, we are reviewing applications now.
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