Financial Solutions Advisor - Neptune Beach Center jobs at Bank Of America in United States, Jacksonville
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Jacksonville
16 jobs found
24.08.2025
BOA
Bank Of America Financial Data Reporting Ops Representative United States, Florida, Jacksonville
Performs standard activities supporting credit disputes, escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery. Performs basic research, follow-up, and resolution of...
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...
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
FINRA Securities Industry Essentials Examination (SIE), Series 7 & Series 63 licenses. One or more years of call center experience. Minimum of one year experience verbally delivering complex information clearly,...
2-3 years previous experience working directly with clients in a Call Center environment. Self-starter and independent worker, ability to work with minimum supervision. Must have excellent written communication skills with...
:is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training...
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
Performs standard activities supporting credit disputes, escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery. Performs basic research, follow-up, and resolution of...
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