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Financial Advisor Financial Consultant

Wealth Planning Advisor — Financial Solutions

Job in Ocala, Marion County, Florida, 34470, USA
Listing for: Bank of America
Full Time position
Listed on 2026-05-04
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
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 in Ocala, Florida is seeking a financial advisor to develop customized financial plans for clients. Responsibilities include connecting with clients to review their financial goals, recommending investment strategies, and referring clients as needed. Candidates should have at least one year of experience in the investments industry and hold relevant licenses, along with strong communication and relationship-building skills.

This role offers a full-time schedule and opportunities for professional development.
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