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Strategic Financial Solutions Advisor—NW Florida
Job in
Tallahassee, Franklin County, Florida, 32318, USA
Listed on 2026-01-01
Listing for:
Bank of America
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor
Job Description & How to Apply Below
A financial services company in Tallahassee is seeking a professional to provide financial advice and customized client solutions. The role includes triaging leads, building financial plans, and recommending products to clients. Candidates must hold Series 7 & 66 licenses and have experience in the investments industry. Strong communication and relationship-building skills are essential. The position requires the ability to adapt and work in a fast-paced environment with a focus on achieving client financial goals.
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