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Financial Solutions Advisor - Strategic Client Financial Planner
Job in
Vero Beach, Indian River County, Florida, 32966, USA
Listed on 2026-05-30
Listing for:
Bank of America
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor in Vero Beach, Florida, responsible for developing tailored financial solutions for clients. The role involves assessing client needs, providing investment recommendations, and ensuring adherence to regulatory requirements, including the SAFE Act.
Ideal candidates will possess Series 7 and 66 licenses, along with a commitment to building strong client relationships. The position requires effective communication and the ability to navigate a fast-paced environment, making it a critical role in achieving financial goals for our clients.
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