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Wealth Advisor & Financial Planning Specialist

Job in Orlando, Orange County, Florida, 32815, USA
Listing for: Bank of America
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 55000 - 90000 USD Yearly USD 55000.00 90000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referrals to business partners, and meeting with clients to review goals and build financial plans.

The position requires active licenses, experience in investments, and the ability to work in a fast-paced environment, with schedule including Monday through Friday and rotating Saturdays.

We invite applications for the Wealth Advisor & Financial Planning Specialist position located in FL, United States.

The Wealth Advisor & Financial Planning Specialist role at Bank of America is now open for applications in FL, United States.

Join us at Bank of America as our next Wealth Advisor & Financial Planning Specialist in FL, United States.

We are currently recruiting a Wealth Advisor & Financial Planning Specialist for our team in FL, United States.

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