Licensed Financial Solutions Advisor – Client Planning
Listed on 2026-11-05
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Bank of America is seeking an experienced financial services professional to provide comprehensive advice and customized solutions to clients. The role involves triaging leads, referring to business partners, and reviewing financial goals with clients to develop plans and recommend brokerage products.
The candidate will pursue required licenses, maintain SAFE Act registration, and work within a regulated environment to deliver responsible growth and client-focused service.
As a Licensed Financial Solutions Advisor – Client Planning, you will play an important part at Bank of America in Vero Beach, FL, United States.
We would love to welcome a new Licensed Financial Solutions Advisor – Client Planning to our team in Vero Beach, FL, United States.
For the Licensed Financial Solutions Advisor – Client Planning position at Bank of America, we are reviewing applications now.
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