[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Bank of America jobs](https://jobs.opennash.com/companies/bank-of-america/) · [Search jobs](/search/) Bank of America · Jacksonville # Financial Solutions Advisor - Participant Services (Series 7 required) Jacksonville Full-time Finance & Accounting Listed on Bank of America’s official careers site. Posted October 5, 2026. Check that it is still open and apply there. [Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jacksonville/Financial-Solutions-Advisor---Participant-Services--Series-7-required-_26036512) [OpenNash Jobs](https://jobs.opennash.com/) / [Bank of America](https://jobs.opennash.com/companies/bank-of-america/) / Financial Solutions Advisor - Participant Services (Series 7 required) ## Job description ### 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! Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the Participant Services Financial Solutions Advisor is the ideal role for you. ### We’ll help you - Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments - Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant’s investment needs - Consistently identify participant opportunities and engage key partners as needed - Ability to grasp and apply complex technical material quickly ### Required Qualifications - Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Passion for excellence and willingness to work to exceed client expectations - Strong computer skills with an ability to multitask in a fast paced environment 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 client leads, making referrals to business 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. ### Responsibilities - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended ### Additional Skills Needed: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Shift: 1st shift (United States of America) ### Hours Per Week 40 ## At a glance - Posted by the employer: Oct 5, 2026 - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 13 days - Location: Jacksonville - Employment type: Full-time[Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jacksonville/Financial-Solutions-Advisor---Participant-Services--Series-7-required-_26036512) ## More jobs at Bank of America ### [Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)](https://jobs.opennash.com/companies/bank-of-america/jobs/18f1e1fa5eba17207a53/) Jacksonville ### [Financial Center Assistant Manager - University Pointe Financial Center](https://jobs.opennash.com/companies/bank-of-america/jobs/16da4f559268f7e762b0/) Jacksonville ### [Financial Solutions Advisor Registration Candidate Consumer Investments - Country Club Road Financial Center](https://jobs.opennash.com/companies/bank-of-america/jobs/69cd1dfab94f7ebd54fa/) Jacksonville ### [Investment Consultant II - Merrill Premium](https://jobs.opennash.com/companies/bank-of-america/jobs/a62db161593f8b60bf5e/) Jacksonville ### [Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL](https://jobs.opennash.com/companies/bank-of-america/jobs/130e412e511b8a6f873f/) Jacksonville ## Similar jobs at other companies ### [Associate Financial Advisor - Emerald Financial Group](https://jobs.opennash.com/companies/thrivent-financial/jobs/860bad1359c6cb6a9ad8/) Thrivent Financial · Rochester, MN ### [Lead Financial Advisor - Emerald Financial Group](https://jobs.opennash.com/companies/thrivent-financial/jobs/c4a11b461be6c423ea61/) Thrivent Financial · Rochester, MN ### [ROHQ - FRSS - Financial Solutions Analyst 2 (Officer/C10)](https://jobs.opennash.com/companies/citigroup/jobs/761b5c0694e6ac6c6f21/) Citigroup · Taguig Philippines ### [Assistant Manager, Financial Risk & Hedging Solutions](https://jobs.opennash.com/companies/aegon/jobs/b655ca199c5b0c7d3e81/) Aegon · Hong Kong TLB, Hong Kong ### [Financial Advisor, Andover, MA](https://jobs.opennash.com/companies/santander/jobs/4cd222d8a372cfb65f2b/) Santander · Andover MA OpenNash lists jobs from employers’ own careers sites and does not handle applications. Dates come from the employer where stated; “first seen” and “last checked” are our own observations. OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)