Business Advisor jobs in United States, Florida, Jacksonville

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

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 your position requires SAFE Act registration, you will be 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 your immediate termination.

We’ll help you:

Build 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.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. 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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Desired Qualifications

Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Skills:

Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management

These jobs might be a good fit

Bank Of America Financial Solutions Advisor Registration Candidate - North M... United States, Colorado, Greeley

Bank Of America Financial Solutions Advisor Registration Candidate - Seattle... United States, Washington, Seattle

Bank Of America Financial Solutions Advisor Registration Candidate- North Ch... United States, North Carolina, Kannapolis

Bank Of America Financial Solutions Advisor Registration Candidate - Market United States, Oklahoma, Broken Arrow

19.11.2025

Bank Of America National Financial Solutions Advisor Jacksonville FL Series ... United States, Florida, Jacksonville

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Build 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...

As a
We’ll help you

Build 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 clientreviews/presentationswith 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.

As a Financial Solutions Advisor, you can look forward to

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.

We’re a culture which

Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills

Series 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 relationships.
Communicates clearly and confidently with clients from all walks of life.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills

A bachelor’s degree,and0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.
Experience assessing clientneeds, identifying/recommending solutions,and building/managing client relationships.
Strong computer skills with an ability to multitask in a demanding environment.

These jobs might be a good fit

19.11.2025

Bank Of America National Financial Solutions Advisor - Development Program J... United States, Florida, Jacksonville

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Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain...

National Financial Solutions Advisor- Development Program

Job Description:

As a
Securities Industry Essentials [SIE], Series 7 and Series 66

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 your position requires SAFE Act registration, you will be 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.

We’ll help you

Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 90 Days - a requirement for the role.
Build 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.

As a Financial Solutions Advisor, you can look forward to

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.

We’re a culture which

Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills

Sets and accomplishes goals, achieving whatever you put your mind to.
Is comfortable in a sales role, finding ways to nurture strong client relationships.
Communicates clearly and confidently with clients from all walks of life.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills

A bachelor’s degree,and0-2 years’ of experience working in a service industry and/or a metrics-based sales environment where goals were met or exceeded.
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
Strong computer skills with an ability to multitask in a demanding environment.

These jobs might be a good fit

18.11.2025

Bank Of America Life Services Financial Solutions Advisor Series & required United States, Florida, Jacksonville

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Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening. Own management of client issues, research, and...

Job Description:

help clients and prospective clients with financial needs and goals that are most important to themWith each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship to create a smooth and streamlined experience.

Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening
Own management of client issues, research, and communication of resolution
Demonstrate expert knowledge of internal and regulatory policies, procedures, and processes

Required Qualifications:

Series 7, and 66 or equivalent (required)
Minimum of 1-2+ years financial advisory or investment experience in thefinancial service industry and/or a sales environment where goals were met or exceeded
Passion for excellence and willingness to work to exceed client expectations bycommunicating effectively and confidently while engaging all clients.
Ability to have, meaningful, consultative conversations with clients to uncover needs and help them towards achieving multiple life priorities and goals.

Desired Qualifications:

Strong computer skills with an ability to multitask in a fast-paced environment
Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience

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

Skills:

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

These jobs might be a good fit

17.11.2025

Bank Of America Small Business National Financial Solutions Advisor Series R... United States, Florida, Jacksonville

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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...

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

Skills:

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

These jobs might be a good fit

08.10.2025

EY

EY Assurance Advisor- Financial Services Office United States, Florida, Jacksonville

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Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful...

Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions) (1645382), Ernst & Young U.S. LLP, Jacksonville, FL.

Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.

MINIMUM REQUIREMENTS:

Must have a Bachelor's degree in Accounting, Economics, Finance, Business or a related field, plus 5 years of post-bachelor’s, progressive related work experience. Alternatively, will accept a Master's degree in Accounting, Economics, Finance, Business or a related field, plus 4 years of related work experience.

Must have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries:
- Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles.- Banking/capital markets industry, including retail, commercial or investment banks, brokers/dealers, and/or similar institutions.
- Real Estate, Hospitality and Construction (RHC) clients.

Must have 2 years of experience in a combination involving all of the following:
- Supervising the planning, execution, reporting on audits of financial statements prepared in accordance with U.S. GAAS and U.S. GAAP, and/or foreign equivalent (International Accounting Standards (IAS));
- Supervising audit teams consisting of two or more staff members; and
- Recent audit experience working with a public company that is registered with PCAOB.

Must have 1 year of experience using audit documentation software.

Must have one of the following:
· active US CPA certificate; or
· foreign certificate in accountancy and sufficient coursework/experience requirements as determined by the work location state Board of Accountancy to obtain US CPA certification.

Requires domestic travel up to 25% in order to serve client needs.

Employer will accept any suitable combination of education, training, or experience.

What we offer

We offer a comprehensive compensation and beneﬁts package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is $104,656.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our ﬂexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, ﬁnancial, and emotional well-being.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

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20.09.2025

IE-

Intercontinental Exchange - ICE MSP Business Analyst United States, Florida, Jacksonville

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Support the efficient and effective use of ICE products within the client’s integrated environment. Requirements Gathering & Analysis: Collaborate with stakeholders to elicit, analyze, and document business requirements, ensuring alignment...

Responsibilities

Support the efficient and effective use of ICE products within the client’s integrated environment.
Requirements Gathering & Analysis: Collaborate with stakeholders to elicit, analyze, and document business requirements, ensuring alignment with organizational goals and client needs.
Solution Design & Recommendation: Evaluate existing systems and processes to identify gaps and propose technology-driven solutions that enhance efficiency and effectiveness.
Stakeholder Communication: Serve as a liaison between business units, clients, and technical teams, facilitating clear and consistent communication throughout the project lifecycle.
Quality Assurance & Testing Support: Support project testing by creating test plans, validating test cases against business requirements, completing QA testing, and supporting user acceptance testing (UAT) to ensure solutions meet expected outcomes.
Process Improvement: Analyze business workflows and recommend improvements using data insights, industry best practices, and ICE Mortgage Technology capabilities.
Product & System Support: Provide ongoing support for ICE products, assisting clients in troubleshooting issues, optimizing usage, and implementing updates or enhancements.
Documentation & Reporting: Create and maintain detailed documentation including business requirements, design documents, process flows, user guides, and status reports to support transparency and decision-making.
Training & Knowledge Sharing: Conduct training sessions and workshops for clients and internal teams to ensure effective adoption of solutions and promote continuous learning.

Knowledge and Experience

Minimum 3 years of MSP user experience
Exceptional verbal and written communication skills. Ability to communicate effectively with all organization levels
Familiarity with ICE Mortgage Technology products and services
In-depth mortgage industry knowledge
Excellent customer service skills that build high levels of customer satisfaction for internal and external clients.
Excellent verbal and written communication skills when engaging with all levels of management (e.g. executives, managers, individual contributors)
Prior training or test support experience preferred
Ability to prioritize and manage work in a fast-paced environment with the ability to pivot seamlessly when required
Ability to understand, appreciate and deliver premier service to high-profile clients.
Demonstrates strong analytical thinking by thoroughly understanding problems before identifying and implementing effective solutions
Strong MS Word, Excel, and PowerPoint skills
May require some travel (about 5%)