Client-Focused Financial Solutions Advisor
Listed on 2026-10-14
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products.
Role requires licenses (Series 7 & 66 or 63/65 equivalents) and at least 1 year in investments or financial services. Training and SAFE Act requirements apply, with in-office collaboration and potential phone-based work during transitions.
We would love to welcome a new Client-Focused Financial Solutions Advisor to our organisation in Town of Florida, NY, United States.
Join Bank of America and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client-Focused Financial Solutions Advisor role at Bank of America, based in Town of Florida, NY, United States.
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