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Financial Advisor / Consultant Wealth Management

Investment & Financial Solutions Advisor

Job in Plantation, Broward County, Florida, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Bank of America in Plantation, Florida is seeking a Financial Advisor responsible for providing tailored financial advice to clients. Key responsibilities include triaging client leads, building financial plans, and recommending appropriate products. Candidates should have a Series 7 & 66 license (or equivalents), at least one year of investment industry experience, and strong relationship-building skills. The role requires effective communication and multitasking abilities in a fast-paced environment.
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