Client‑Focused Financial Solutions Advisor

Bank of America; Florida; On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking an Investment Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners, meet with clients to review goals, build a financial plan, and recommend brokerage products.

Licensed professionals complete required trainings and adhere to regulatory standards. The role emphasizes strong client relationships, proactive planning, and collaboration with internal teams to deliver tailored investment strategies in

Qualifications

• Current Series 7 and 66 licenses (or equivalents) required.
• Minimum 1 year in investments or financial services sales.
• Strong relationship building and client advisory capabilities.
• Ability to work Monday–Friday with rotating Saturdays.

Responsibilities

• Triage client leads and refer to business partners as needed.
• Meet with clients to review goals and create financial plans.
• Recommend brokerage products aligned with client objectives.
• Maintain regulatory due diligence and adhere to SAFE Act requirements.
• Provide coaching to partners and expand client relationships.

Skills

Client relationship building

Communication skills

Time management

Sales ability

Problem solving

Education

High School Diploma / GED

CFP Credential

CRPC Credential

Insurance licenses

Job description

Bank of America is seeking an Investment Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners, meet with clients to review goals, build a financial plan, and recommend brokerage products.

Licensed professionals complete required trainings and adhere to regulatory standards. The role emphasizes strong client relationships, proactive planning, and collaboration with internal teams to deliver tailored investment strategies in