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Client-Focused Financial Solutions Advisor (Series 7
Job in
Jacksonville, Cherokee County, Texas, 75766, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Merrill Participant Services Financial Solutions Advisor (FSA) to engage participants in goals-based conversations within a contact center environment. You will educate clients about investments, build financial plans and coordinate with partners to deliver comprehensive solutions.
The role emphasizes licensing with Series 7/66, continuous learning, and the ability to guide clients through retirement and investment transitions while meeting regulatory requirements.
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