Licensed Financial Solutions Advisor
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-16
Listing for:
Bank of America
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in the United States seeks a Financial Advisor who provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging leads, referring to partners based on assets, meeting clients to review goals, building financial plans, and recommending brokerage products.
The role requires active licenses (Series 7 and 66 or 63/65) and at least one year in investments or financial services, strong relationship skills, and
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