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Wealth & Investment Solutions Advisor

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Bank of America
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 100000 USD Yearly USD 60000.00 100000.00 YEAR
Job Description & How to Apply Below

Bank of America seeks a licensed financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referrals to partners, meeting with clients, and building financial plans using brokerage products.

Required licenses include Series 7 & 66, with prior investments or financial services sales experience. Bilingual Spanish is preferred.

We have an opening for a Wealth & Investment Solutions Advisor in Boca Raton, FL, United States within Finance, Sales.

The advertised compensation is 60..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth & Investment Solutions Advisor role in the description above.

We appreciate your interest in this position.

Join Bank of America and contribute to our ongoing work.

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