[Remote] National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)

Note: The job is a remote job and is open to candidates in USA. Bank of America is dedicated to creating meaningful relationships with clients and businesses across the country. They are seeking National Financial Solutions Advisors to provide comprehensive financial advice and solutions, leveraging the Bank of America and Merrill offering model to help clients achieve their financial goals.ResponsibilitiesBuild a successful career at Bank of America through world-class training and on-boarding programs that set you up for successGet training and one-on-one coaching from Academy managers who are invested in your successGrow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutionsBuild your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your businessProvide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life prioritiesCollaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needsUnlimited potential for financial growthBuilding a portfolio of clients by providing exceptional client care with industry leading products, services, and educationRobust marketing support to reach wider audiences with greater appealOngoing professional development to deepen your skills and optimize your practice as the industry evolves and changesSkillsSeries 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Is comfortable in a sales role, finding ways to nurture strong client relationshipsCommunicates clearly and confidently with clients from all walks of lifeWorks well with others and collaborates productively to get things doneCan manage complexity, prioritize tasks and execute in a fast-paced environmentLikes to learn on your feet, adapting to new information and seeking the right solutions for clientsEfficiently manages your time and capacityIs thorough, and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clientsA bachelor's degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceededExperience assessing client needs, identifying/recommending solutions, and building/managing client relationshipsStrong computer skills with an ability to multitask in a demanding environmentBenefitsBuild a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.Get training and one-on-one coaching from Academy managers who are invested in your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.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.Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.Unlimited potential for financial growth.Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.Robust marketing support to reach wider audiences with greater appeal.Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.Company OverviewBank of America is a financial institution that offers credit cards, home loans, and auto loan services. It was founded in 1998, and is headquartered in Charlotte, North Carolina, USA, with a workforce of 10001+ employees. Its website is https://www.bankofamerica.com.Company H1B SponsorshipBank of America has a track record of offering H1B sponsorships, with 67 in 2026, 780 in 2025, 546 in 2024, 590 in 2023, 759 in 2022, 715 in 2021, 931 in 2020. Please note that this does not guarantee sponsorship for this specific role.