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Financial Solutions Advisor - Strategic Client Financial Planner
Job in
Windermere, Orange County, Florida, 34786, USA
Listed on 2026-06-01
Listing for:
Bank of America
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor in Windermere, Florida. The role involves providing tailored financial solutions, meeting clients' investment goals, and applying regulatory compliance. Candidates must possess Series 7 and 66 licenses and have experience in the investments industry.
This position requires strong relationship-building skills, effective communication, and a commitment to client success. You will work with clients to devise and implement comprehensive financial plans, ensuring compliance with regulations.
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