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Financial Solutions Advisor - Strategic Client Financial Planner

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Bank of America
Full Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a Client Advisor to provide comprehensive financial advice and customized solutions to clients. The ideal candidate will work on financial planning, recommend brokerage products, and engage with clients to help them achieve their financial goals.

This position requires relevant licenses and at least one year of experience in the investment and financial services industry. Strong communication, relationship-building skills, and the ability to manage goals effectively are essential.

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