Strategic Financial Solutions Advisor
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-05-30
Listing for:
Bank of America
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
Bank of America is looking for a qualified professional in Coral Gables, Florida to provide tailored financial advice and solutions. The successful candidate will engage with clients to build financial plans, recommend suitable investment products, and help achieve their financial goals.
Responsibilities include triaging client requests, making referrals, and controlling risk as part of daily activities. A minimum of one year of relevant experience and the Series 7 & 66 licenses are required.
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