Client-First Financial Solutions Advisor
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2026-07-18
Listing for:
Bank of America
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners, meet with clients to review goals, build a financial plan, and recommend brokerage products.
Job expectations include completing required licenses and trainings and adhering to SAFE Act registration requirements for mortgage originations, with background checks and ongoing compliance.
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