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Financial Planning & Investments Advisor

Job in Bradenton, Manatee County, Florida, 34205, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Bank of America in Bradenton, FL seeks a client-focused Financial Advisor to help clients reach their financial goals. You will triage leads, coordinate with partners, review goals, build financial plans, and recommend brokerage products.

This role requires Series 7 and 66 licenses and at least one year in investments or financial services. You'll work Monday through Friday with rotating Saturdays, and be part of a team that emphasizes compliant advice, relationship building, and ongoing client

We are currently recruiting a Financial Planning & Investments Advisor for our team in Bradenton, FL, United States.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Bradenton, FL, United States.

This opportunity is part of our work in Finance, Sales.

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