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Strategic Investment Solutions Advisor

Job in Ponte Vedra Beach, St. Johns County, Florida, 32082, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking candidates for a role focused on building financial plans that include various investment products. You'll engage with clients, identify their needs, and develop personalized investment strategies accordingly.

The ideal candidate should possess strong communication skills, be licensed (Series 7 and 66), and have at least a year of relevant industry experience. This position is based in Ponte Vedra Beach, Florida, and involves a commitment to client success and thoroughness in regulatory diligence.

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