Financial Solutions Advisor - Strategic Client Financial Planner
Job in
Tallahassee, Franklin County, Florida, 32318, USA
Listed on 2026-05-31
Listing for:
Bank of America
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance, Financial Sales
Job Description & How to Apply Below
Bank of America in Tallahassee is seeking a Financial Advisor responsible for providing advice and customized financial solutions to clients. Key duties include planning financial goals, recommending products, and triaging client requests. Candidates should possess strong communication skills, a Series 7 & 66 license, and relevant experience in finance.
The role demands effective risk management, client engagement, and builds strong relationships to help clients achieve their investment objectives.
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