Wealth Planning Advisor — Financial Solutions
Job in
Miami, Miami-Dade County, Florida, 33222, 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 Sales, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients. The position involves triaging client leads, client meetings for financial reviews, and managing brokerage product recommendations.
Applicants must hold Series 7 & 66 licenses or equivalent. A minimum of one year of relevant experience in financial services is required. Strong skills in relationship building and communication are essential. This role offers a dynamic work environment with opportunities for professional growth.
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