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Wealth & Investment Planning Advisor
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-06-17
Listing for:
Bank of America
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Bank of America in Jacksonville is seeking a qualified financial advisor to assist clients with their financial goals through comprehensive advice and customized solutions. Key responsibilities include building financial plans and recommending brokerage products based on client goals.
The ideal candidate will hold relevant licenses and have experience in the investment industry while demonstrating strong communication and relationship skills. The role occurs in a dynamic environment, requiring effective client engagement and time management.
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